Roy Metter (CRD# 7324263) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Gretna, NE and has over 3 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors | New Haven, CT | Jan 2021 - Current | 3 |
| Knights Of Columbus Insurance | New Haven, CT | Mar 2017 - Current | 7 |
| Womack Machine Supply | Farmers Branch, TX | Jun 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- NE
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Total Assets Under Management27,243MILLIONS
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Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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