Allan Roy Sternberg
Investment adviser representative at Knights of Columbus Asset Advisors LLC
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$30.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Vigilant Distributors, LLCApr 2025 to now
- Knights of Columbus Asset Advisors LLCMar 2025 to now
- Securities America, IncJun 2021 to Jul 2022
- Illinois MutualOct 2019 to Feb 2025
- UnemployedJun 2019 to Oct 2019
- Foresters Financial ServicesOct 2018 to Jun 2019
- Park Avenue Securities, LLCJul 2018 to Sep 2018
- Guardian Life Insurance Co of AmericaJun 2018 to Sep 2018
- Hornor Townsend and Kent, IncJul 2008 to Mar 2018
- Penn Mutual Life Ins CoJul 2008 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Knights of Columbus Asset Advisors LLC
$30.5BAssets managed
6,094Clients
234Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1863445
- Firm CRD
- 174129