Marcus Bardwell

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

Authority	Category	Status	Date
LA	RA	APPROVED	2024-02-08

LA RA
APPROVED

Since 2024-02-08

Branch Locations

1124 S. Burnside Ave #300B, Gonzales, LA 70737 • 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

Organization	City	State	From	To
Knights Of Columbus Insurance	New Haven	CT	03/2015	Present
Knights Of Columbus Asset Advisor Llc	New Haven	CT	05/2021	Present

03/2015 → Present

Knights Of Columbus Insurance

New Haven, CT
05/2021 → Present

Knights Of Columbus Asset Advisor Llc

New Haven, CT

Other Businesses

Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 03/2015 160 hours monthly. New Haven, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-05

S65 Uniform Investment Adviser Law Examination

2024-02-05

View on SEC IAPD