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Samuel Connahey

Knights Of Columbus Asset Advisors LLC

Dillsburg, PA

CRD 7558258

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2022-06-10
  • PA RA
    APPROVED
    Since 2022-06-10

Branch Locations

Dillsburg, PA • 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 10/2015 Present
Knights Of Columbus Asset Advisors New Haven NY 05/2022 Present
  • 10/2015 → Present
    Knights Of Columbus
    New Haven, CT
  • 05/2022 → Present
    Knights Of Columbus Asset Advisors
    New Haven, NY
Other Businesses

Knights of Columbus Insurance Field Agent Non-Investment related. Field Agent-Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Stared 10/2015 80 hours monthly, New Haven, CT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10
Other Names
  • Sam Connahey

View on SEC IAPD

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