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Chad T Muhlenkamp

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Milford, OH

CRD 7384250

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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
OH RA APPROVED 2021-06-29
  • OH RA
    APPROVED
    Since 2021-06-29

Branch Locations

One Columbus Plaza, New Haven, CT 06510 • United States

Milford, OH • 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 11/2016 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 05/2021 Present
Saia West Chester OH 04/2013 11/2016
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 11/2016 80 hours monthly. New Haven, CT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-25
  • S65 Uniform Investment Adviser Law Examination
    2021-06-25
Other Names
  • Chad Muhlenkamp

View on SEC IAPD

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