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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. McGeehan is a registered investment advisor representative with Knights Of Columbus Asset Advisors LLC. Robert J. McGeehan is also a general agent for Knights of Columbus Insurance. Robert J. McGeehan is registered with the states of New Jersey, Pennsylvania, and Virginia. The firm provides investment advisory services to individuals, investment companies, pooled investment vehicles, and pension plans. Robert J. McGeehan has been with Knights Of Columbus Asset Advisors LLC since February 2021 and has been with Knights of Columbus Insurance since February 1991. Robert J. McGeehan passed the Uniform Investment Adviser Law Examination (Series 65) on March 2, 2021.
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
04/28/2021 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 03/02/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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