Timothy Burk Knott

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2023 → 08/2023
  Ktrack Llc
  Timonium, MD
• 06/2022 → 08/2022
  Franklin Templeton
  San Mateo, CA
• 06/2021 → 08/2022
  Knott Mechanical
  Timonium, MD
• 06/2020 → 03/2021
  Chipotle Mexican Grill
  Timonium, MD
• 08/2020 → 05/2024
  Wake Forest University
  Winston Salem, NC
• 08/2014 → 05/2020
  St. Paul's School
  Brooklandville, MD

Exams

• S66 Uniform Combined State Law Examination
  2025-05-31

Other Names

• Timothy Burk Knott
• Timothy B Knott