Peter
Anderson

Knights Of Columbus Asset Advisors LLC

CRD#3117256
Investment Advisor
in Boston, MA

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About this Advisor

Peter Anderson is a financial advisor based in Boston, Massachusetts, working with Knights Of Columbus Asset Advisors LLC. Peter has previously held positions at Boston Advisors, LLC, Bny Mellon Distributors, Inc, Knights Of Columbus Asset Advisors, Foreside Fund Services, LLC, and Herald Investment Marketing, LLC. Peter has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Peter is part of Knights Of Columbus Asset Advisors LLC, which operates out of Boston, 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, Series 63

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

One Liberty Square 10Th Floor
Boston, MA 02109

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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

Peter Anderson Work History

2021 - Present (4 years)

Herald Investment Marketing, LLC

2019 - Present (6 years)

Knights Of Columbus Asset Advisors

2020 - 2020 (< 1 year)

Foreside Fund Services, LLC

2011 - 2015 (4 years)

Bny Mellon Distributors, Inc

2009 - 2019 (10 years)

Boston Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Peter Anderson 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
Brian Lazusky
Orlando, FL
Paul Harrington
New Haven, CT
Brian Ford
New Haven, CT
Francisco Hernandez
Floral Park, NY
Manuel Moreira
Roseville, CA
Brandon Castille
La Habra, CA
Paul Mcmahon
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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