Merrill
46yrs
Top advisor by experience in New Haven
5yrs
David Schallmo
Financial advisor at Knights of Columbus Asset Advisors
David Schallmo has worked in the financial industry for 5 years and is a fiduciary financial advisor based in New Haven, Connecticut. David joined Knights of Columbus Asset Advisors in 2022, a firm offering investment management, private fund management, and retirement plan consulting. Knights of Columbus Asset Advisors reports being paid through a percentage of assets.
One of 277 advisors with offices in New Haven, and one of 264 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?More experience than 54% of advisors at Knights of Columbus Asset Advisors
OfficeOne Columbus Plaza, New Haven, CT 06510
How the firm is paid ?Percent of assets
Typical client at the firm ?$158,490
Advisors at the firm233
States licensed ?1 state
Services through Knights of Columbus Asset Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowKnights of Columbus Asset Advisors LLCCurrent firm
Contact David
(203) 752-4502Knights of Columbus Asset Advisors main office One Columbus PlazaNew Haven, CT 06510Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Knights of Columbus Asset Advisors at (203) 752-4502 and ask for David Schallmo. David works from the New Haven, CT office.
How long has David been a financial advisor?
David has been in the industry since 2022, about 5 years. More experience than 54% of advisors at Knights of Columbus Asset Advisors.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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