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Andrea Dawn MacKey

Knights OF Columbus Asset Advisors LLC

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About Andrea Dawn MacKey

Andrea Mackey is an Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. Andrea has over 17 years of experience in the financial services industry. She is a licensed Series 63, Series 65, and Series 7TO. Andrea is also a Registered Representative with Foreside Fund Services, LLC. Andrea specializes in working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, and pooled investment vehicles. Andrea is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Andrea MacKey is currently registered with Knights OF Columbus Asset Advisors LLC. Knights OF Columbus Asset Advisors LLC is an investment advisory firm located in NEW HAVEN, CT. They offer portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses. The firm also provides pension consulting and selection of other advisers services. They manage a total of $27.24 billion in assets for 3,799 clients. They are registered with the SEC and have a SEC number of 801-80844.
Knights OF Columbus Asset Advisors LLC

ONE COLUMBUS PLAZA

NEW HAVEN, CT 06510

$27.24B

Assets Under Management

Not reported

Total Clients

197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea MacKey’s Registration & Firm History

MA

11/05/2019 - Present

Knights OF Columbus Asset Advisors LLC (Boston MA)

MA

09/09/2020 - 12/31/2020

FORESIDE FUND SERVICES, LLC (Boston MA)

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Licenses & Designations

BC

Issued 10/03/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/16/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2024

Series 24 - General Securities Principal Examination

BC

Issued 09/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/19/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Dawn MacKey.
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