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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
PA RA APPROVED 2025-04-23
  • PA RA
    APPROVED
    Since 2025-04-23

Branch Locations

59 Hadley Road Suite B, Greenville, PA 16125 • 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
OrganizationCityStateFromTo
Knights Of Columbus New Haven CT 04/2022 Present
Gospa Missions Evans City PA 06/2012 09/2018
Uber Pittsburgh PA 06/2018 10/2019
Geneva College Beaver Falls PA 03/2017 12/2019
Lyft Pittsburgh PA 02/2019 01/2020
Westminster College New Wilmington PA 08/2016 01/2019
Geneva College Beaver Falls PA 01/2017 12/2019
Seton Home Study School Front Royal VA 08/2011 05/2016
Ubereats/Doordash/Instacart Pittsburgh PA 12/2019 09/2024
St. Joseph Services Pittsburgh PA 03/2016 09/2017
  • 04/2022 → Present
    Knights Of Columbus
    New Haven, CT
  • 06/2012 → 09/2018
    Gospa Missions
    Evans City, PA
  • 06/2018 → 10/2019
    Uber
    Pittsburgh, PA
  • 03/2017 → 12/2019
    Geneva College
    Beaver Falls, PA
  • 02/2019 → 01/2020
    Lyft
    Pittsburgh, PA
  • 08/2016 → 01/2019
    Westminster College
    New Wilmington, PA
  • 01/2017 → 12/2019
    Geneva College
    Beaver Falls, PA
  • 08/2011 → 05/2016
    Seton Home Study School
    Front Royal, VA
  • 12/2019 → 09/2024
    Ubereats/Doordash/Instacart
    Pittsburgh, PA
  • 03/2016 → 09/2017
    St. Joseph Services
    Pittsburgh, PA
Other Businesses

In the start-up stages of launching a new chapter of Young Catholic Professionals in the Pittsburgh, Pennsylvania area. I'm the chapter president, however, this is a volunteer position. The organization itself, and all of its chapters, have non-profit 501c3 status. This is not investment related. Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 04/22, 80 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23

View on SEC IAPD

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