Robert Knight
Alliance Advisory & Securities · Westlake Village, California
Robert Knight is a fee-only financial advisor at Alliance Advisory & Securities in Westlake Village, California. Alliance Advisory & Securities reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alliance Advisory & Securities |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $687.4M across 2,748 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4428248 |
| Exams passed | Series 66 (2001) |
| Firm size | 21 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.allianceadvisory.com |
How Robert's firm compares
- Alliance Advisory & Securities's average account is about $250,000, from its Form ADV (assets managed divided by 2,748 accounts).
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Questions about Robert
Is Robert Knight a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Alliance Advisory & Securities reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Alliance Advisory & Securities, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Knight based?
Robert Knight is based in Westlake Village, California.
Is Robert Knight registered with the SEC?
Yes. Robert Knight is registered as an investment adviser representative in CA (CRD 4428248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alliance Advisory & Securities manage?
Alliance Advisory & Securities reports $687.4M across 2,748 accounts in assets under management.
How do I contact Robert Knight?
Through Robert's website, www.allianceadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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