Bert Ewart Grant
Investment adviser representative at Knights of Columbus Asset Advisors LLC
15 yearsExperience
1 stateRegistered in
$30.5BFirm assets
11 yearsFirm in business
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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
15 years in the industry.
- Knights of Columbus Asset Advisors LLCSep 2024 to now
- Knights of Columbus Assets Advisors LLCSep 2024 to now
- Knights of Columbus InsuranceSep 2024 to now
- Wells Fargo Clearing Services, LLCJun 2021 to Jun 2024
- Wells Fargo Bank NAMay 2021 to Jun 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2021
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4680104
- Firm CRD
- 174129