Thomas
Mckeon

Knights Of Columbus Asset Advisors LLC

CRD#7445331
Investment Advisor
in Pottstown, PA

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About this Advisor

Thomas Mckeon is a financial advisor working in Pottstown, Pennsylvania who has 2 years of industry experience. Mckeon currently works for Knights Of Columbus Asset Advisors LLC. The advisor has gained experience at Merck, Insurance Agent, Independent, Knights Of Columbus Insurance and Knights Of Columbus Asset Advisor. Mckeon has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Knights Of Columbus Asset Advisors LLC is a financial advisory company that has its headquarters in New Haven, CT. The investment advisory business has a total of 189 advisors. It has $26 billion in assets under management among its 2,359 accounts, making it one of the largest firms in the nation by assets under management. The firm advises nine charities and foundations. Knights Of Columbus Asset Advisors LLC offers a diverse array of services, such as 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. A financial advisor's fee schedules are based on which services are offered. Fees charged by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 years

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

Pottstown, PA

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$25,777,552,717

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

189

PA Average: 35
Total Number of Accounts

2,359

PA Average: 690
Average Account Size

$10,927,322

PA 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

Thomas Mckeon Work History

Thomas has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Knights Of Columbus Asset Advisor

2019 - Present (5 years)

Knights Of Columbus Insurance

2015 - 2018 (3 years)

Insurance Agent, Independent

1986 - 2015 (29 years)

Merck

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Mckeon 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

Lance Dufour
Locust Grove, OK
Ian Johnstone
Lincoln, NE
Robert Stevens
Shawnee, OK
Adam Tumminelli
Virginia Beach, VA
Thomas Varkados
Crystal Lake, IL
Ronald Henry
New Haven, CT
Chad Muhlenkamp
New Haven, CT
Paul Mcmahon
New Haven, CT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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