Todd
Crosby

Knights Of Columbus Asset Advisors LLC

CRD#7460908
Investment Advisor
in Cypress, TX

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About this Advisor

Todd Crosby is a financial advisor based out of Cypress, Texas with 2 years of relevant experience. Crosby is an employee of Knights Of Columbus Asset Advisors LLC. Their career trajectory has included roles at Knights Of Columbus - Insurance, Knights Of Columbus - Asset Advisors and Exxonmobil Oil Corporation. Crosby holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Texas. Knights Of Columbus Asset Advisors LLC is a registered investment firm that has its headquarters in New Haven, CT. The company has a total of 189 advisors. It has $26 billion in total assets across its 2,359 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. The company performs a diverse array of services, including 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. Financial advisory fee schedules largely vary depending on which service is offered. However, fee types billed by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

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

Cypress, TX

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$25,777,552,717

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

189

TX Average: 35
Total Number of Accounts

2,359

TX Average: 690
Average Account Size

$10,927,322

TX 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

Todd Crosby Work History

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

2021 - Present (3 years)

Knights Of Columbus - Insurance

2021 - Present (3 years)

Knights Of Columbus - Asset Advisors

2001 - 2021 (20 years)

Exxonmobil Oil Corporation

*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 Todd Crosby 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

Thomas Varkados
Crystal Lake, IL
Paul Mcmahon
New Haven, CT
Gabriel Jones
New Haven, CT
Daniel Falstad
New Haven, CT
Ronald Henry
New Haven, CT
Chad Muhlenkamp
New Haven, CT
Lance Dufour
Locust Grove, OK
Robert Stevens
Shawnee, OK

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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