Ronald HenryCRD Number: 7378970
Current Firm: Knights Of Columbus Asset Advisors LLC
Ronald Henry (CRD# 7378970) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has 1 year of experience in the finance industry.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Securities, Inc.
|Knights Of Columbus Asset Advisors, LLC||New Haven, CT||May 2021 - Current||1|
|Knights Of Columbus Insurance||New Haven, CT||Mar 2013 - Current||9|
|Belladent Ceramics Studio||Dandridge, TN||Jan 2010 - Mar 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management29,240MILLIONS
Total Number of Accounts775ACCOUNTS
Average Account Value$37,728,539
- 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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