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Scott Jerome Schweitzer

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Simpsonville, SC

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Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-11-10
SC RA APPROVED 2022-07-05
  • OH RA
    APPROVED
    Since 2022-11-10
  • SC RA
    APPROVED
    Since 2022-07-05

Branch Locations

One Columbus Plaza, New Haven, CT 06510 • United States

11 Colleton Ct, Simpsonville, SC 29681 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Greenville SC 10/2007 05/2022
Charles Schwab Bank Greenville SC 10/2007 05/2022
Knights Of Columbus Asset Advisors Llc Greenville SC 06/2022 Present
Previous Registrations
Other Businesses

(1) St. Mary Magdalene Church | not investment related | Simpsonville, South Carolina | start date 01/01/2020 | member, finance committee | help parish council in planning, budgeting and implementing parish activities and projects | less than 5 hours per month | none during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-05
  • S66 Uniform Combined State Law Examination
    2002-11-05

View on SEC IAPD

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