Samuel Louis Motto
Investment adviser representative at Knights of Columbus Asset Advisors LLC
4 yearsExperience
1 stateRegistered in
$30.5BFirm assets
11 yearsFirm in business
Are you Samuel Louis Motto? Claim your profile
Contact this firm
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
4 years in the industry.
- Knights of Columbus Asset Advisors LLCSep 2017 to now
- Knights of Columbus InsuranceSep 2017 to now
- Foreside Fund Service, LLCDec 2018 to Dec 2020
- Bank of America, N.A.Apr 2016 to Sep 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2247143
- Firm CRD
- 174129