Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-12 |
Branch Locations
1 disclosure category 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 | Canton | OH | 01/2020 | Present |
| Mobilelink | Canton | OH | 04/2019 | 07/2019 |
| Lobster Louies | North Canton | OH | 09/2015 | 01/2018 |
| Verizon - Tcc | North Canton | OH | 02/2018 | 03/2019 |
| Uber | Canton | OH | 08/2019 | 11/2019 |
Knights of Columbus Insurance Assistant General Agent Began 1/1/2020 40 hours per month Helping Knights Members with their insurance needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-19 |
Reach out to this advisor