Jerry
Alberico

Knights Of Columbus Asset Advisors LLC

CRD#7774097
Investment Advisor
in Dedham, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jerry Alberico is a financial advisor based in Dedham, Massachusetts, working with Knights Of Columbus Asset Advisors LLC. Jerry has previously held positions at National Medical Care, Knights Of Columbus Insurance, and Knights Of Columbus Asset Advisors LLC. Jerry has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Jerry is part of Knights Of Columbus Asset Advisors LLC, which operates out of Dedham, Massachusetts. 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

Dedham, MA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$27,242,773,364

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

225

MA Average: 35
Total Number of Accounts

3,799

MA Average: 690
Average Account Size

$7,171,038

MA 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

Jerry Alberico Work History

2023 - Present (1 year)

Knights Of Columbus Asset Advisors LLC

2020 - Present (4 years)

Knights Of Columbus Insurance

1997 - 2020 (23 years)

National Medical Care

Disclosures

Please visit the SEC profile of Jerry Alberico 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

Brian Ford
New Haven, CT
Francisco Hernandez
Floral Park, NY
Paul Harrington
New Haven, CT
Peter Sheen
New Haven, CT
Arnold Fiscelli
New Haven, CT
Kevin Kenney
New Haven, CT
Timothy Buback
New Haven, CT
Daniel Evans
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started