Ryan C. Knoll

NAV WEALTH PARTNERS | Financial Advisor

WARRENDALE, PA 15086

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CRD#: 6422844

Professional summary

Ryan Christopher Knoll, who also goes by Ryan Knoll, is a registered financial advisor currently at NAV WEALTH PARTNERS located in Warrendale, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Management

Retirement Planning Strategies

Tax Planning Strategies

Are you a "fiduciary"?

Yes

Aliases

Ryan Knoll

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Knoll's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2024 - Present

NAV WEALTH PARTNERS

Office #1: 50 Pennwood Pl, Warrendale, PA 15086

RIA

CRD#: 332638

WARRENDALE, PA

Past

January 28, 2022 - November 7, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SEWICKLEY, PA

Past

January 28, 2022 - November 7, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SEWICKLEY, PA

Past

January 5, 2015 - February 3, 2022

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

December 2, 2014 - February 3, 2022

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/1/2024)

IAR

Texas
(11/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/30/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/2/2014

General Securities Representative Examination

Current Firm

NAV WEALTH PARTNERS

CRD#: 332638 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (11/1/2024 Approved)

Texas

Registered Investment Advisory firm - (8/15/2024 Conditional Restricted)

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Contact information

Main Address

50 Pennwood Pl, Warrendale, PA 15086

Mailing Address

Phone number

(814) 528-4410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 20,975,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Ryan C. Knoll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Knoll's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAV WEALTH PARTNERS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/2/2014

Current Firm

NAV WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAV WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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