Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Minard is a Registered Investment Advisor (RIA) with Knights of Columbus Asset Advisors LLC, having joined the firm in August 2022. David is also a licensed insurance agent for Knights of Columbus Insurance, a role he has held since November 2006. David has been in the financial services industry since April 1986. David holds both the Series 6 and Series 65 licenses. David specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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CT
09/13/2022 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
NA
04/21/1986 - 02/17/1988
NYLIFE SECURITIES INC.
IA
Issued 09/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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