Todd Daniel Curtis

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

Authority	Category	Status	Date
VA	RA	APPROVED	2024-01-29

VA RA
APPROVED

Since 2024-01-29

Branch Locations

11815 Fountain Way Suite 300, Newport News, VA 23606 • 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

Organization	City	State	From	To
Knights Of Columbus	Virginia Beach	VA	02/2011	Present

02/2011 → Present

Knights Of Columbus

Virginia Beach, VA

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 02/01/2011 160+ hours monthly. New Haven, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-29
S63	Uniform Securities Agent State Law Examination	1990-02-26

S65 Uniform Investment Adviser Law Examination

2024-01-29
S63 Uniform Securities Agent State Law Examination

1990-02-26

Other Names

Todd D Curtis

View on SEC IAPD