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Ann M Knaak

Commonwealth Financial Network

Pittsford, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-05
  • NY RA
    APPROVED
    Since 2023-01-05

Branch Locations

1250 Pittsford Victor Road Bldg. 200, Suite 280, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rfg Associates Llc Pittsford NY 04/2021 08/2023
Nazareth College Of Rochester Rochester NY 10/2016 04/2021
College Assistance Plus Honeoye Falls NY 09/2014 10/2016
Commonwealth Financial Network Waltham MA 04/2021 08/2023
Commonwealth Financial Network Waltham MA 08/2023 Present
Rfg Associates Llc Pittsford NY 08/2023 Present
  • 04/2021 → 08/2023
    Rfg Associates Llc
    Pittsford, NY
  • 10/2016 → 04/2021
    Nazareth College Of Rochester
    Rochester, NY
  • 09/2014 → 10/2016
    College Assistance Plus
    Honeoye Falls, NY
  • 04/2021 → 08/2023
    Commonwealth Financial Network
    Waltham, MA
  • 08/2023 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 08/2023 → Present
    Rfg Associates Llc
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2022-12-09
Other Names
  • Ann Marie Knaak
  • Ann M Bagnato
  • Ann Knaak

View on SEC IAPD

Other Firms

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ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS
MARK ANDREW PAGANELLI
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Other Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY
OSAIC WEALTH, INC. · Pittsford, NY

More in Pittsford, NY

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