Merrill
46yrs
Top advisor by experience in New Haven
4yrs
Joseph Soja
Full name on record: Joseph Patrick Soja
Financial advisor at Knights of Columbus Asset Advisors
Based in New Haven, Connecticut, Joseph Soja is a fiduciary financial advisor with 4 years of industry experience. Joseph has been with Knights of Columbus Asset Advisors since 2022. Knights of Columbus Asset Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets.
One of 277 advisors with offices in New Haven, and one of 264 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
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 Joseph
(203) 752-4502Knights of Columbus Asset Advisors main office One Columbus PlazaNew Haven, CT 06510Office · Get directions
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Questions to ask Joseph
Tailored to Joseph’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 Joseph
How do I contact Joseph?
Call Knights of Columbus Asset Advisors at (203) 752-4502 and ask for Joseph Soja. Joseph works from the New Haven, CT office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Joseph hold?
Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. Ask Joseph 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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