Ryan Lister

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → Present
  Knights Of Columbus Asset Advisors Llc
  New Haven, CT
• 07/2012 → Present
  Knights Of Columbus Insurance
  New Haven, CT

Other Businesses

Knights of Columbus Insurance- Non investment related. Company is located at 1 Columbus Plaza in New Haven CT. It is a fraternal benefit society insurance company. We solicit member based insurance sales. I am a General Agent and supervise, train and recruit agents. I also manage the area servicing approximately 14,000 Knights of Columbus families in Eastern Missouri. I have been working with the Knights of Columbus Insurance as an agent since July of 2012. I work between approximately 200 hours a month on this other business. My day typically starts at 9am CT and ends at 9pm CT. So I work during the majority of the securities trading hours. As mentioned about I oversee the insurance sales in Eastern Missouri. I recruit, train and manage agents. In this role I also provide client service for these insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-13