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Donovan Mark Gaudin

Knights OF Columbus Asset Advisors LLC

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About Donovan Mark Gaudin

Donovan Mark Gaudin is a financial professional with experience in the financial services industry. Donovan is currently registered with Knights Of Columbus Asset Advisors LLC in Texas and Alaska. Donovan has also held previous roles at Charles Schwab & Co., INC. in Texas. Donovan's experience includes securities and investment advisory services. Donovan holds the Series 7, Series 66, and SIE licenses and has the Certified Financial Planner designation. Donovan is also a Knights of Columbus Insurance Field Agent, selling life insurance and annuities, long-term care insurance, and disability insurance.

Firm Information

Donovan Gaudin 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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Donovan Gaudin’s Registration & Firm History

TX

01/26/2022 - Present

Knights OF Columbus Asset Advisors LLC (Taylor TX)

TX

11/14/2012 - 09/14/2021

CHARLES SCHWAB & CO., INC. (Austin TX)

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Licenses & Designations

BOTH

Issued 06/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Donovan Mark Gaudin. Review regulatory record here.
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