Aaron Weiss

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Knights Of Columbus Insurance
  New Haven, CT
• 05/2025 → Present
  Knights Of Columbus Asset Advisors
  New Haven, CT
• 05/2025 → Present
  Maine Air National Guard
  Bangor, ME
• 06/2018 → 06/2021
  Portsmouth Naval Shipyard (Department Of Defense)
  Kittery, ME
• 06/2016 → 05/2018
  Mclaughlin Research Corporation
  Middletown, RI
• 08/2013 → 05/2017
  University Of Southern Maine
  Gorham, ME

Other Businesses

Knights of Columbus Insurance. Business is not investment related, but sells insurance products: Life Insurance, retirement annuities, Long Term Care, Disability Insurance. Knights of Columbus, 1 Columbus Plaza, New Haven, CT 06510. I am a Field Agent. Started working for the Knights of Columbus on 06/01/2021. 40 hours a week dedicated to this job. Meet with members of the Knights of Columbus to discuss our fraternal benefits. Typically meeting with 10 families a week, processing death claims, writing new policies in the aforementioned form, and assisting with administrative tasks; changing beneficiaries, policy loans, reinstatements, policy surrenders, all tasks of a fraternal benefits representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-28