Peter Sheen (CRD# 7853301) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Portland, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Jan 2024 - Current | < 1 |
| Knights Of Columbus Insurance | New Haven, CT | Oct 2023 - Current | < 1 |
| Knights Of Columbus | New Haven, CT | Jul 2022 - Oct 2023 | 1 |
| Fellowship Of Catholic University Students | Golden, CO | May 2020 - Jul 2022 | 2 |
| Unemployed | Storrs, CT | Dec 2019 - May 2020 | < 1 |
| University Of Connecticut | Storrs, CT | Aug 2015 - Dec 2019 | 4 |
| Uconn Dining Services | Storrs, CT | Jan 2019 - Apr 2019 | < 1 |
| Newton North High School | Newton, MA | Jan 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CT
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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)
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