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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-23 |
| WV | RA | APPROVED | 2021-02-12 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Morgantown, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 11/2011 | Present |
| Knights Of Columbus Asset Advisors | New Haven | CT | 01/2021 | Present |
My start date is effective October 1, 2025. Will be working in a new position as an Investment Advisor Representative for Knights of Columbus Asset Advisors and Insurance Agent for the Knights of Columbus.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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