Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Calzolano is a financial professional with over 20 years of experience in the industry. David is currently registered with Knights of Columbus Asset Advisors LLC and is licensed to provide investment advice in all 50 states. David's previous experience includes roles with Foreside Fund Services, LLC, Nomura Securities International, Inc., RBC Capital Markets Corporation, and Deutsche Bank Securities Inc. David is dedicated to providing his clients with personalized financial guidance and investment management services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
05/07/2021 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
CT
07/19/2017 - 12/31/2020
FORESIDE FUND SERVICES, LLC (New Haven CT)
NY
06/07/2010 - 07/20/2016
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
03/23/2009 - 04/16/2010
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
09/26/2000 - 12/31/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Calzolano is the right advisor for you? Invested Better is here to help.
