AB
AB

Adam Bruna

3 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

Adam is a field agent with the Knights of Columbus since 2010, selling insurance in a full-time role. He dedicates over 40 hours per week to this activity.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
January 2022 - Present · 4 yrs 1 mo
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.