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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Spinelli is an investment advisor representative with Knights of Columbus Asset Advisors LLC. Thomas Spinelli is registered with the state of Florida. Thomas Spinelli has been a registered representative since February 2023. Thomas Spinelli has 1 state exam. Thomas Spinelli is associated with Knights of Columbus Asset Advisors LLC, which is a registered investment advisor firm. Knights of Columbus Asset Advisors LLC has a total of 206 employees and its main office is located in New Haven, Connecticut. Knights of Columbus Asset Advisors LLC provides investment advisory services to individuals, investment companies, pooled investment vehicles, and businesses.
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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FL
02/24/2023 - Present
Knights OF Columbus Asset Advisors LLC (Ocala FL)
IA
Issued 02/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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