Levi David waldo Edelman
Investment adviser representative at Knights of Columbus Asset Advisors LLC
14 yearsExperience
51 statesRegistered in
$30.5BFirm assets
11 yearsFirm in business
Are you Levi David waldo Edelman? 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
14 years in the industry.
- Knights of Columbus Asset Advisors LLCSep 2022 to now
- Knights of Columbus InsuranceSep 2022 to now
- Liberty BankMar 2020 to Sep 2022
- Citizens BankSep 2018 to Mar 2020
- Foresters FinancialFeb 2018 to Jun 2018
- Quinnipiac UniversityAug 2014 to May 2018
- Big Y World Class MarketNov 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
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
- 6903227
- Firm CRD
- 174129