Patrick D. Dolan

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Fargo, ND 58042

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CRD#: 7371020

Professional summary

Patrick Donald Dolan, who also goes by Patrick Dolan, is a registered financial advisor currently at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC located in Fargo, North Dakota.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Dolan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

06/1995-Present: 50 hrs/wk General Agent for Knights of Columbus Insurance. Recruiting, Training and oversite of Knights of Columbus Insurance Agents servicing Knights of Columbus Members for Life Insurance, Fixed Guaranteed Annuities, Long Term Care Insurance and Disability Income Insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Donald Dolan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 28, 2021 - Present

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Office #1: 2315 N University Dr Ste L-5, Fargo, ND 58042

RIA

CRD#: 174129

Fargo, ND

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

BOSTON ADVISORS | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

CRD#: 174129 / SEC#: 801-80844

RIA

Registered Investment Advisory firm - (1/23/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/14/2022)

IAR

North Dakota
(9/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2021

Uniform Investment Adviser Law Examination

Current Firm

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

BOSTON ADVISORS | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

CRD#: 174129 / SEC#: 801-80844

RIA

Registered Investment Advisory firm - (1/23/2015 Approved)

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Contact information

Main Address

One Columbus Plaza, New Haven, CT 06510

Mailing Address

Phone number

(203) 752-4502

Established

Firm type

Fiscal year end

# of Employees

226

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC ADV PART 2A BROCHURE 6.4.2025 (6/4/2025)

Regulatory assets under management

Total Number of Accounts	5,592
AUM (Assets Under Management)	$ 28,035,873,347

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick D. Dolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Donald Dolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Primary Firm SEC Registration

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2021

Current Firm

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

TRUST BUT VERIFY

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