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Knights Of Columbus Asset Advisors LLC CRD 174129
$30.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-24 |
| MA | RA | APPROVED | 2024-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-31 |
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