Levi Edelman (CRD# 6903227) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Wallingford, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Insurance | New Haven, CT | Sep 2022 - Current | 1 |
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Sep 2022 - Current | 1 |
| Liberty Bank | Meriden, CT | Mar 2020 - Sep 2022 | 2 |
| Citizens Bank | Hamden, CT | Sep 2018 - Mar 2020 | 1 |
| Foresters Financial | North Haven, CT | Feb 2018 - Jun 2018 | < 1 |
| Quinnipiac University | Hamden, CT | Aug 2014 - May 2018 | 3 |
| Big Y World Class Market | North Haven, CT | Nov 2012 - May 2018 | 5 |
| North Haven High School | North Haven, CT | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
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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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