Carson Knight

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

• 06/2020 → 06/2021
  Morgan Stanley
  Bethesda, MD
• 06/2019 → 05/2020
  Morgan Stanley
  Bethesda, MD
• 07/2016 → 05/2020
  University Of Maryland
  College Park, MD
• 06/2021 → 06/2022
  Greenberg Advisors
  Rockville, MD
• 06/2017 → 04/2018
  Morgan Stanley
  Bethesda, MD
• 09/2018 → 12/2018
  Morgan Stanley
  Bethesda, MD
• 09/2020 → 06/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
• 06/2022 → Present
  Bank Of America, N.A.
  North Bethesda, MD

Previous Registrations

• 2020-07-30 → 2021-07-13
  Morgan Stanley
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2020-07-30

Other Names

• Carson Douglas Knight