Best Investors Account Sign in
Inactive

David Giuliani

Knights Of Columbus Asset Advisors LLC

Middlebury, VT

New Haven, CT

Claim This Profile
Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2022-02-23
  • VT RA
    APPROVED
    Since 2022-02-23

Branch Locations

Po Box 346, Middlebury, VT 05753 • 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
OrganizationCityStateFromTo
Knights Of Columbus New Haven CT 11/2013 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 01/2022 Present
Other Businesses

Knights of Columbus Insurance, field agent, (life, long-term care, disability, fixed annuity) New Haven, CT 11/2013-present 40+ hours/week

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-22
  • S65 Uniform Investment Adviser Law Examination
    2022-02-22

View on SEC IAPD

More in Middlebury, VT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor