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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 | 2023-02-17 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 03/2017 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 01/2023 | Present |
| George Weiss Realty | Philadelphia | PA | 11/2015 | 06/2017 |
Knights of Columbus Insurance. Life insurance sales, currently a Field Agent, started 03/2017, 160 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
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