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Gilles Alfred Marchand

Knights OF Columbus Asset Advisors LLC

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About Gilles Alfred Marchand

Gilles Marchand is a registered representative with Knights of Columbus Asset Advisors LLC in New Haven, CT. Gilles has been working in the financial services industry since 2014 and has a Series 6, 7, and 63 license. Gilles is a Chartered Financial Analyst and has experience with a variety of investment products and services.

Firm Information

Gilles Marchand 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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Gilles Marchand’s Registration & Firm History

CT

06/10/2021 - Present

Knights OF Columbus Asset Advisors LLC (New Haven CT)

CT

06/11/2015 - 12/31/2020

FORESIDE FUND SERVICES, LLC (New Haven CT)

NA

07/21/1987 - 08/06/1988

DOUGHERTY, DAWKINS, STRAND & YOST INCORPORATED

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Licenses & Designations

BC

Issued 07/27/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gilles Alfred Marchand.
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