Adam James Knapik

Employer firm

Reston Wealth Management CRD 148816

$590M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 07/2021
  Charles Schwab & Co., Inc.
  Annapolis, MD
• 11/2016 → 07/2021
  Charles Schwab Bank Ssb
  Annapolis, MD
• 07/2021 → Present
  Reston Wealth Management
  Reston, VA

Previous Registrations

• 2015-11-30 → 2021-08-03
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Lone Tree, CO
  Tysons Corner, VA
  Arlington, VA
  Bethesda, MD
  Annapolis, MD
  Bethesda, MD
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2015-11-30