Levi
Edelman

Knights Of Columbus Asset Advisors LLC

CRD#6903227
Investment Advisor
in Wallingford, CT

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About this Advisor

Levi Edelman is a financial advisor based in Wallingford, Connecticut, working with Knights Of Columbus Asset Advisors LLC. Levi has previously held positions at Big Y World Class Market, Foresters Financial, Citizens Bank, Liberty Bank, Quinnipiac University, Knights Of Columbus Insurance, and Knights Of Columbus Asset Advisors LLC. Levi has passed the Series 65 regulatory exam and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Levi is part of Knights Of Columbus Asset Advisors LLC, which operates out of Wallingford, Connecticut. The firm has 1 office and 225 employees. The firm manages assets totaling $27.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Knights Of Columbus Asset Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Wallingford, CT

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$27,242,773,364

CT Average: $5,297,377,271
Total Number of Employees

225

CT Average: 35
Total Number of Accounts

3,799

CT Average: 690
Average Account Size

$7,171,038

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Levi Edelman Work History

2022 - Present (2 years)

Knights Of Columbus Insurance

2022 - Present (2 years)

Knights Of Columbus Asset Advisors LLC

2020 - 2022 (2 years)

Liberty Bank

2018 - 2018 (< 1 year)

Foresters Financial

2018 - 2020 (2 years)

Citizens Bank

2014 - 2018 (4 years)

Quinnipiac University

2012 - 2018 (6 years)

Big Y World Class Market

Disclosures

Please visit the SEC profile of Levi Edelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Knights Of Columbus Asset Advisors LLC

Arnold Fiscelli
New Haven, CT
Kevin Kenney
New Haven, CT
Peter Sheen
New Haven, CT
Francisco Hernandez
Floral Park, NY
Lawrence Kennedy
Sanford, FL
Timothy Buback
New Haven, CT
Brandon Castille
La Habra, CA
Paul Harrington
New Haven, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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