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Scott Jerome Schweitzer

Knights OF Columbus Asset Advisors LLC

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About Scott Jerome Schweitzer

Scott Jerome Schweitzer is a financial advisor currently registered with Knights Of Columbus Asset Advisors LLC. Scott has been in the financial industry for over 20 years and has held previous positions with Charles Schwab & Co., Inc., NYLIFE Securities LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Scott has passed the Series 66, Series 7 and SIE exams.

Firm Information

Scott Schweitzer 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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Scott Schweitzer’s Registration & Firm History

CT

07/05/2022 - Present

Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)

SC

11/20/2007 - 06/13/2022

CHARLES SCHWAB & CO., INC. (Greenville SC)

SC

06/12/2007 - 11/09/2007

NYLIFE SECURITIES LLC (GREENVILLE SC)

SC

10/23/2002 - 05/22/2007

AMERIPRISE FINANCIAL SERVICES, INC. (GREENVILLE SC)

MN

10/23/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/05/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Jerome Schweitzer.
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