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Thomas McKeon

Knights OF Columbus Asset Advisors LLC

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About Thomas McKeon

Thomas McKeon is an investment advisor representative at Knights Of Columbus Asset Advisors LLC. Thomas is licensed in Pennsylvania. Thomas is active in the investment industry. Thomas has been a registered representative for a total of one year. Thomas holds Series 65, 66, and 63 licenses. Thomas has been with Knights Of Columbus Asset Advisors LLC since September 2021. Thomas also has a professional designation as a Chartered Financial Consultant. Thomas has other business activities which include Knights of Columbus Insurance. Thomas has experience in the financial industry including employment with Merck, Insurance Agent, Independent, Knights of Columbus Insurance, and Knights of Columbus Asset Advisor.

Firm Information

Thomas McKeon 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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Thomas McKeon’s Registration & Firm History

PA

10/20/2021 - Present

Knights OF Columbus Asset Advisors LLC (Pottstown PA)

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Licenses & Designations

IA

Issued 10/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2021

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas McKeon.
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