Holly Knight has been Retirement Plan Services Practice Leader of Advanced Capital Group since August 2025, is a control person of the firm and directly owns under 5% of it.
Advanced Capital Group, Inc. is a Minneapolis, MN firm with $30B under management, 366 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Holly Knight’s longest registration was 2 years at NFP Retirement Inc. (2022–2024).
- Alera Investment Advisors, LLCAlso current– present · 1 yearHollis, NH · Adviser representative · Firm CRD 287906
- NFP Retirement Inc.– · 2 yearsNorwell, MA · Adviser representative · Firm CRD 121254
- Lion Street Advisors, LLC– · 1 yearNewton, MA · Adviser representative · Firm CRD 167610
- Edward Jones– · under a yearEssex Junction, VT · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Holly Knight is registered as an investment adviser representative in New Hampshire, since March 2025.
- New HampshireSince 18 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2020 |
| Series 66 | Uniform Combined State Law Examination | 29 October 2008 |
| Series 7 | General Securities Representative Examination | 16 October 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5587216
- Firm
- Advanced Capital Group · CRD 109673
- Role
- Retirement Plan Services Practice Leader
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Holly Knight work?
Holly Knight has been Retirement Plan Services Practice Leader of Advanced Capital Group, Inc. since August 2025, and is a control person of the firm.
Is Holly Knight a financial advisor?
Yes. Holly Knight has a current investment-adviser registration in New Hampshire.
How many years of experience does Holly Knight have?
Holly Knight has 6 years in the financial industry, since July 2020, across 4 adviser firms.
What exams has Holly Knight passed?
Holly Knight has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2008.
Where was Holly Knight previously registered as an investment adviser?
Holly Knight has past investment-adviser registrations through NFP Retirement Inc., August 2022 to December 2024; Lion Street Advisors, LLC, June 2020 to March 2022; Edward Jones, January 2009 to August 2009, across 4 firms.
Is Holly Knight registered with FINRA?
No. Holly Knight has no current broker registration.
How can I verify Holly Knight’s record?
Search CRD 5587216 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Holly Knight’s full registration record.