Best Investors Account Sign in
Inactive

Edward Anthony O'KEefe

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Middle River, MD

CRD 7348585

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
PA RA APPROVED 2022-01-24
MD RA APPROVED 2021-09-03
  • PA RA
    APPROVED
    Since 2022-01-24
  • MD RA
    APPROVED
    Since 2021-09-03

Branch Locations

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

Middle River, MD • 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 Middle River MD 07/1993 Present
Knights Of Columbus Asset Advisors, Llc New Haven CT 05/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-03
  • S65 Uniform Investment Adviser Law Examination
    2021-09-03
Other Names
  • Edward O'KEefe

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