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KK

Kyle A. Knopp

BLUEWATER ASSET MANAGEMENT
Jupiter, FL
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CRD#: 6678809
KK

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kyle Knopp

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kyle Austin Knopp'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

April 16, 2024 - Present

BLUEWATER ASSET MANAGEMENT

RIA
CRD#: 329406
Jupiter, FL
Past

March 21, 2022 - December 6, 2022

ATLANTIC WEALTH PARTNERS, LLC

RIA
CRD#: 289440
JUPITER, FL
Past

July 23, 2021 - January 20, 2022

HBKS WEALTH ADVISORS

RIA
CRD#: 112139
STUART, FL
Past

July 20, 2021 - January 21, 2022

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
STUART, FL
Past

January 9, 2020 - July 8, 2021

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA
CRD#: 277085
Jupiter, FL
Past

January 2, 2020 - July 7, 2021

PEAK BROKERAGE SERVICES, LLC

BD
CRD#: 157045
Jupiter, FL
Past

September 17, 2019 - December 11, 2019

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
JUPITER, FL
Past

September 12, 2019 - December 11, 2019

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
JUPITER, FL
Past

March 11, 2019 - September 12, 2019

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
Palm Beach Gardens, FL
Past

March 8, 2019 - September 12, 2019

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
Palm Beach Gardens, FL
Past

June 7, 2018 - March 25, 2019

LINCOLN INVESTMENT

RIA
CRD#: 519
Wellington, FL
Past

April 6, 2018 - March 25, 2019

LINCOLN INVESTMENT

BD
CRD#: 519
Wellington, FL
Past

November 10, 2016 - April 13, 2018

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BOCA RATON, FL

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
Florida
(4/16/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BA
BLUEWATER ASSET MANAGEMENT
BLUEWATER ASSET MANAGEMENT | BLUEWATER ASSET MANAGEMENT, LLC

CRD#: 329406 / SEC#:

Florida
Registered Investment Advisory firm - (4/16/2024 Approved)
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Contact information


Main Address
Jupiter, FL
Mailing Address
Phone number
(561) 427-8410
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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

Company Information


BLUEWATER ASSET MANAGEMENT

CRD#: 329406Jupiter, FL

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