Kevin Barnes

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

• 01/2014 → 03/2017
  Fidelity Investments
  Westlake, TX
• 12/2018 → 03/2024
  Morgan Stanley Private Bank, N.A
  Greenville, SC
• 04/2017 → 11/2018
  Merrill Lynch
  Greenville, SC
• 03/2024 → 09/2024
  Fidelity Investments
  Franklin, TN
• 09/2024 → 12/2025
  Charles Schwab & Co., Inc.
  Greenville, SC
• 09/2024 → 12/2025
  Charles Schwab Bank
  Greenville, SC
• 03/2026 → Present
  Knights Of Columbus
  New Haven, CT
• 03/2026 → Present
  Knights Of Columbus Asset Advisors
  New Haven, CT

Previous Registrations

• 2024-10-02 → 2025-11-25
  Charles Schwab & Co., Inc.
  Greenville, SC
• 2024-05-08 → 2024-09-05
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2018-11-09 → 2024-03-26
  Morgan Stanley
  Greenville, SC
• 2017-05-04 → 2018-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, SC

Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 03/2026, 80 hours a month.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-03
• S63 Uniform Securities Agent State Law Examination
  2014-02-11

Other Names

• Kevin Matthew Barnes
• Kevin Barnes
• Kevin M Barnes