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Christopher Bivens

Knights OF Columbus Asset Advisors LLC

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About Christopher Bivens

Christopher Bivens is an investment advisor representative with Knights of Columbus Asset Advisors LLC. Christopher Bivens is also a Field Agent selling insurance products for Knights of Columbus. Christopher Bivens has been in the industry since 1998. Christopher Bivens specializes in financial planning, retirement planning, and investment management. Christopher Bivens is licensed to conduct business in Tennessee.

Firm Information

Christopher Bivens 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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Christopher Bivens’s Registration & Firm History

CT

07/20/2021 - Present

Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)

IL

05/28/1999 - 02/04/2009

OAK GROVE INVESTMENT SERVICES, INC. (ROCHESTER IL)

GA

03/20/1998 - 12/23/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2000

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 08/19/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Bivens.
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