Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Lupinacci is an Investment Advisor Representative registered with Knights Of Columbus Asset Advisors LLC, based in New Haven, CT. William is licensed in Virginia. William has been in the financial services industry since June 2000 and is also a Knights of Columbus Insurance Field Agent in New Haven, CT. William's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles as well as pension consulting and selection of other advisers.
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
07/17/2024 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 02/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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