Samuel
Motto
Knights Of Columbus Asset Advisors LLC
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About this Advisor
Samuel Motto is a financial advisor based in New Haven, Connecticut, working with Knights Of Columbus Asset Advisors LLC. Samuel has previously held positions at World Financial Group, Inc, Transamerica Financial Advisors, Inc, Transamerica, Knights Of Columbus Insurance, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Knights Of Columbus Asset Advisors LLC, and Foreside Fund Service, LLC. Samuel has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Samuel is part of Knights Of Columbus Asset Advisors LLC, which operates out of New Haven, 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
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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
Samuel Motto Work History
Knights Of Columbus Insurance
Knights Of Columbus Asset Advisors LLC
Foreside Fund Service, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
World Financial Group, Inc
Transamerica Financial Advisors, Inc
Transamerica
Disclosures
Please visit the SEC profile of Samuel Motto 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
New Haven, CT
La Habra, CA
New Haven, CT
New Haven, CT
New Haven, CT
Charlottesville, VA
New Haven, CT
New Haven, CT
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