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Edward Schwieterman

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Fort Worth, TX

CRD 7434245

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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
TX RA APPROVED 2022-09-07
  • TX RA
    APPROVED
    Since 2022-09-07

Branch Locations

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

8701 W Bedford Euless Rd, Fort Worth, TX 76053 • 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 Fort Worth TX 04/2020 Present
Fedex Lubbock TX 06/2019 03/2020
Pines Catholic Camp Big Sandy TX 05/2018 08/2018
Texas Tech University Lubbock TX 08/2015 05/2020
  • 04/2020 → Present
    Knights Of Columbus Insurance
    Fort Worth, TX
  • 06/2019 → 03/2020
    Fedex
    Lubbock, TX
  • 05/2018 → 08/2018
    Pines Catholic Camp
    Big Sandy, TX
  • 08/2015 → 05/2020
    Texas Tech University
    Lubbock, TX
Other Businesses

Knights of Columbus field agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-07
  • S65 Uniform Investment Adviser Law Examination
    2022-09-07

View on SEC IAPD

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