Robert Knight has been an investment adviser representative at Alliance Advisory & Securities since April 2019, and is not listed among the firm’s executive officers or direct owners.
Alliance Advisory & Securities, LLC is a Westlake Village, CA firm with $687M under management, 675 clients and 14 advisers across 5 offices, as of its September 2026 filing.
Robert Knight’s longest registration was 14 years at Partnervest Advisory Services LLC (2004–2019). Before joining Alliance Advisory & Securities in 2019, Robert Knight was registered through Partnervest Advisory Services LLC and Waddell & Reed, Inc.
- – present · 7 yearsWestlake Village, CA · Adviser representative · Firm CRD 18835
- Partnervest Advisory Services LLC– · 14 yearsSimi Valley, CA · Adviser representative · Firm CRD 113621
- Waddell & Reed, Inc.– · 3 yearsWoodland Hills, CA · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Robert Knight is registered as an investment adviser representative in California, since April 2019.
- CaliforniaSince 10 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 October 2001 |
| Series 7 | General Securities Representative Examination | 30 August 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Joseph Knight
- CRD
- 4428248
- Firm
- Alliance Advisory & Securities · CRD 18835
- Office
- 31248 E. OAK CREST DRIVE STE 100, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Knight work?
Robert Knight is an investment adviser representative registered through Alliance Advisory & Securities, LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Robert Knight a financial advisor?
Yes. Robert Knight has a current investment-adviser registration in California, through Alliance Advisory & Securities since April 2019.
How many years of experience does Robert Knight have?
Robert Knight has 25 years in the financial industry, since October 2001, across 3 adviser firms.
What exams has Robert Knight passed?
Robert Knight has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2001.
Where did Robert Knight work before Alliance Advisory & Securities?
Before Alliance Advisory & Securities, Robert Knight was registered through Partnervest Advisory Services LLC, November 2004 to April 2019; Waddell & Reed, Inc., October 2001 to November 2004.
Where is Robert Knight based?
Robert Knight’s registered office is in Westlake Village, CA.
Is Robert Knight registered with FINRA?
No. Robert Knight has no current broker registration.
How can I verify Robert Knight’s record?
Search CRD 4428248 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Knight’s full registration record.
