Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-08 |
| FL | RA | APPROVED | 2026-06-05 |
| ME | RA | APPROVED | 2026-03-19 |
| NH | RA | APPROVED | 2026-01-26 |
| MA | RA | APPROVED | 2025-02-27 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Newburyport, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Automation Solutions Inc | Boston | MA | 01/2000 | Present |
| Di Calogero Agency Knights Of Columbus | Norwood | MA | 08/2024 | Present |
| Lowes | 03874 | NH | 02/2024 | Present |
Automation Solutions - Office last 10+ years NON OWNER CFO, VP and Treasurer NON INVESTMENT RELATED 38 3rd Ave 100W Boston MA 02129 started 2001 about 160 hrs per month Accounting and Finance Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 08/2024, 80 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
Reach out to this advisor