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Matthew Dicalogero

Knights Of Columbus Asset Advisors LLC

Medfield, MA

New Haven, CT

CRD 7350482

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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
MI RA APPROVED 2026-07-24
DC RA APPROVED 2026-07-16
RI RA APPROVED 2026-04-21
FL RA APPROVED 2026-04-03
NH RA APPROVED 2026-01-28
CT RA APPROVED 2021-08-11
MA RA APPROVED 2021-07-07
  • MI RA
    APPROVED
    Since 2026-07-24
  • DC RA
    APPROVED
    Since 2026-07-16
  • RI RA
    APPROVED
    Since 2026-04-21
  • FL RA
    APPROVED
    Since 2026-04-03
  • NH RA
    APPROVED
    Since 2026-01-28
  • CT RA
    APPROVED
    Since 2021-08-11
  • MA RA
    APPROVED
    Since 2021-07-07

Branch Locations

Medfield, MA • United States

One Columbus Plaza, New Haven, CT 06510 • 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 Medfield MA 06/2013 Present
Knights Of Columbus Asset Advisors Llc Medfield MA 03/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-27
  • S65 Uniform Investment Adviser Law Examination
    2021-04-27

View on SEC IAPD

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