AL
AL

Anthony James Lomonaco

4 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

One Columbus Plaza, New Haven, CT, 06510

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is a field agent for Knights of Columbus Insurance since 2009, selling life insurance, annuities, long-term care insurance, and disability insurance. This takes about half of his time.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
July 2021 - Present · 4 yrs 7 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Anthony James Lomonaco - Financial Advisor | TrueAdvisor