BD
Brian Deblauw
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
New Haven, CT 06510
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CRD#: 7371480
BD
Professional summary
Brian Deblauw is a registered financial advisor currently at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC located in New Haven, Connecticut.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Knights of Columbus Insurance as an Insurance Agent Life insurance, long-term care insurance, disability income insurance, retirement annuities 8209 Natures Way Suite 221, Bradenton, FL 34202 Life insurance, long-term care insurance, disability income insurance, retirement annuities Insurance Agent Insurance Agent 02/01/2020 240 hours / month 130 hours / month I am a field agent for the Knights of Columbus. I sell and issue life insurance, long-term care insurance, disability insurance and annuities to our membership
CRS (Client Relationship Summary) - RIA
Click below to view Brian Deblauw's 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®
NoneExperience
Current
May 17, 2022 - Present
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
Office #1: One Columbus Plaza, New Haven, CT 06510Office #2: 8209 Natures Way Unit 207, Lakewood Ranch, FL 34202RIA
CRD#: 174129
New Haven, CT
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".
KO
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
Florida(5/17/2022)
IAR
Pennsylvania(8/14/2024)
Current Firm
KO
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 5,592 |
| AUM (Assets Under Management) | $ 28,035,873,347 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
CRD#: 174129New Haven, CT 06510TRUST BUT VERIFY
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