Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in New Haven
2yrs
Robert Nardella
Financial advisor at Knights of Columbus Asset Advisors
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeOne Columbus Plaza, New Haven, CT 06510
How the firm is paid ?Percent of assets
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.
Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowKnights of Columbus Asset Advisors LLCCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Knights of Columbus Asset Advisors at 203-752-4502 and ask for Robert Nardella. Robert works from the New Haven, CT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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