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Joseph D Novak

Knights OF Columbus Asset Advisors LLC

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About Joseph D Novak

Joseph Novak is a registered representative with Knights of Columbus Asset Advisors LLC. Joseph has been in the securities industry since December 5, 2016. Joseph is registered in 50 states and the District of Columbia. Joseph is also a registered investment advisor representative in 50 states and the District of Columbia. Joseph has passed the Series 7, Series 66, and SIE exams. Joseph provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Joseph also provides financial planning, selection of other advisors, and portfolio management services. Joseph is a Director of Marketing for the Knights of Columbus Charitable Fund. Joseph is also a registered representative with Vigilant Distributors LLC.

Firm Information

Joseph Novak 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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Joseph Novak’s Registration & Firm History

CT

02/18/2022 - Present

Knights OF Columbus Asset Advisors LLC (Bloomfield CT)

CT

11/30/2016 - 12/31/2020

FORESIDE FUND SERVICES, LLC (New Haven CT)

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Licenses & Designations

BOTH

Issued 09/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph D Novak.
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