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Kyle Austin Knopp

BLUEWATER ASSET MANAGEMENT
JUPITER, FL
·CRD# 6678809·10 years experience

Professional Summary

Kyle Austin Knopp, who also goes by Kyle Knopp, is a registered financial advisor currently at BLUEWATER ASSET MANAGEMENT located in Jupiter, Florida. Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kyle has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kyle Knopp

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

BLUEWATER ASSET MANAGEMENT·CRD# 329406
RIA
Jupiter, FL
April 16, 2024 - Present
ATLANTIC WEALTH PARTNERS, LLC·CRD# 289440
RIA
Jupiter, FL
March 21, 2022 - December 6, 2022
HBKS WEALTH ADVISORS·CRD# 112139
RIA
Stuart, FL
July 23, 2021 - January 20, 2022
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Stuart, FL
July 20, 2021 - January 21, 2022
BLACKRIDGE ASSET MANAGEMENT, LLC·CRD# 277085
RIA
Jupiter, FL
January 9, 2020 - July 8, 2021
PEAK BROKERAGE SERVICES, LLC·CRD# 157045
BD
Jupiter, FL
January 2, 2020 - July 7, 2021
B. RILEY WEALTH ADVISORS, INC.·CRD# 115927
RIA
Jupiter, FL
September 17, 2019 - December 11, 2019
NATIONAL SECURITIES CORPORATION·CRD# 7569
BD
Jupiter, FL
September 12, 2019 - December 11, 2019
PLANMEMBER SECURITIES CORPORATION·CRD# 11869
RIA
Palm Beach Gardens, FL
March 11, 2019 - September 12, 2019
PLANMEMBER SECURITIES CORPORATION·CRD# 11869
BD
Palm Beach Gardens, FL
March 8, 2019 - September 12, 2019
LINCOLN INVESTMENT·CRD# 519
RIA
Wellington, FL
June 7, 2018 - March 25, 2019
LINCOLN INVESTMENT·CRD# 519
BD
Wellington, FL
April 6, 2018 - March 25, 2019
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Boca Raton, FL
November 10, 2016 - April 13, 2018

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Current Firm

BA
BLUEWATER ASSET MANAGEMENT

BLUEWATER ASSET MANAGEMENT | BLUEWATER ASSET MANAGEMENT, LLC

CRD#: 329406
Florida
Registered Investment Advisory firm - Florida (4/16/2024 Approved)

Contact Information

Main Address

Jupiter, FL

Phone Number

(561) 427-8410

# of Employees

1

Documents

Latest Form ADV
0

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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.

The advisor shows no other business activity.

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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.
IAR
Florida
(4/16/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kyle Austin Knopp's CRS (Customer Relationship Summary).

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