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Stewart Lee Havranek

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Omaha, NE

CRD 7875744

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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
IA RA APPROVED 2025-09-18
NE RA APPROVED 2025-06-20
  • IA RA
    APPROVED
    Since 2025-09-18
  • NE RA
    APPROVED
    Since 2025-06-20

Branch Locations

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

11320 Q St, Omaha, NE 68137 • 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 Insurance New Haven CT 02/2018 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 02/2024 Present
Tsl Companies Omaha NE 07/2014 02/2018
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: (02/2018), 80 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-13
  • S65 Uniform Investment Adviser Law Examination
    2025-06-13
Other Names
  • Stew Havranek
  • Stewart Havranek

View on SEC IAPD

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