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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-02 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 12/2014 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 03/2021 | Present |
Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start date: 12/2014, 80 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-06 |
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