Levi
Edelman
Knights Of Columbus Asset Advisors LLC
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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
Services Offered
Fee Structure
Office Location
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Knights Of Columbus Asset Advisors LLC Brokerage Details
$27,242,773,364
225
3,799
$7,171,038
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
Knights Of Columbus Insurance
Knights Of Columbus Asset Advisors LLC
Liberty Bank
Foresters Financial
Citizens Bank
Quinnipiac University
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
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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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