Nicholas Abbate, financial advisor New Haven CT

Nicholas Abbate

CRD Number: 7324294
Current Firm: Knights Of Columbus Asset Advisors LLC

Nicholas Abbate (CRD# 7324294) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Knights Of Columbus Asset Advisors New Haven, CT Jan 2021 - Current 3
The Abbate Agency, Knights Of Columbus Richmond, VA Feb 2018 - Current 6
United States Air Force, Hill Afb Salt Lake City, UT Sep 2015 - Feb 2018 2
United States Air Force, Robins Afb Warner Robins, GA May 2011 - Sep 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for Nicholas Abbate
Phone Number: 844-523-8637
Registered State(s):
  • MD
  • NC
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    25,778
    MILLIONS
  • Total Number of Accounts
    2,359
    ACCOUNTS
  • Average Account Value
    $10,927,322
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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