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Jeffrey Francis Denehy

Knights Of Columbus Asset Advisors LLC

Norfolk, MA

New Haven, CT

CRD 7367771

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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
MA RA APPROVED 2024-07-09
  • MI RA
    APPROVED
    Since 2026-07-24
  • MA RA
    APPROVED
    Since 2024-07-09

Branch Locations

Norfolk, 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 New Haven CT 09/2013 06/2023
Knights Of Columbus Asset Advisors Llc New Haven CT 04/2021 06/2023
Mml Investors Services, Llc Needham MA 08/2023 06/2024
Massmutual Life Insurance Company Needham MA 07/2023 06/2024
Knights Of Columbus Asset Advisors Llc New Haven CT 04/2021 Present
Other Businesses

Name: Jeffrey Denehy Inv Rel: Y Addr: 197 First Ave, Needham, MA 02494 Nature: Outside Insurance - Life Position: Representative Start Date: 07/01/2023 No. Hr/Mo: 0 No. Hr/Mo During Sec Trading: 0 Duties: Residual income. Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 09/2013, 80 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-01
S63 Uniform Securities Agent State Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-01
  • S63 Uniform Securities Agent State Law Examination
    2023-08-31
Other Names
  • Jeff Denehy
  • Jeffrey Denehy
  • Jeffrey Francis Denehy

View on SEC IAPD

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