Karla Knauth
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 66
Industry experience
9 years
Karla Knauth is a Senior Resident Director and International Wealth Advisor based in Coral Gables, Florida. She specializes in assisting high-net-worth families, including business owners, C-suite executives, and physicians both in the United States and abroad, with comprehensive wealth management strategies tailored to their unique financial goals. Karla offers expertise in investment management, portfolio construction, estate planning, tax optimization, alternative investments, and lending solutions through Bank of America.
With over 27 years of experience in the financial services industry, Karla holds several professional designations including Certified Private Wealth Advisor® and Certified Exit Planning Advisor®. Her areas of focus encompass portfolio strategies, wealth transfer, family dynamics, risk management, closely held business ownership, charitable giving, and retirement planning. She earned a Bachelor of Arts in International Relations from Florida International University and a Master’s in Business Administration from the University of Miami.
Outside of her professional responsibilities, Karla’s personal interests include baseball, basketball, boating, cooking, fishing, football, scuba diving, spending time with her family, and traveling.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
800 E Colorado Blvd
Pasadena, CA 91101
California · Texas
Bank Of America, N.a.
2019 - Present (7 years)
Merrill
2019 - Present (7 years)
Morgan Stanley
2014 - 2019 (5 years)
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