Best Investors Account Sign in
Inactive

John Vincent Schibi

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Parsons, KS

CRD 7338989

Claim This Profile
Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Knights Of Columbus Asset Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-04-20
  • KS RA
    APPROVED
    Since 2021-04-20

Branch Locations

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

Parsons, KS • 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
Knights Of Columbus Insurance New Haven CT 11/2015 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 02/2021 Present
Other Businesses

Knights of Columbus Insurance Field Agent Non-Investment Related - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 11/01/2015 80 hours monthly

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-20
  • S65 Uniform Investment Adviser Law Examination
    2021-04-20
Other Names
  • John Schibi

View on SEC IAPD

More in New Haven, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor