Samuel Louis Motto Jr
Investment Adviser Representative at Knights OF Columbus Asset Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samuel Louis Motto is an investment adviser representative with Knights of Columbus Asset Advisors LLC in Tampa, FL, where they have been registered since 2021. They have worked in the securities industry since 2000 and have been registered with 5 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Allstate Financial Advisors, LLC. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BANK OF America, N.A.Apr 2016 – Sep 2017Plant City, FL
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 – Sep 2017Plant City, FL
- Knights of Columbus Asset Advisors LLCSep 2017 – no end date reportedTampa, FL
- Foreside Fund Service, LLCDec 2018 – Dec 2020Tampa, FL
- Knights of Columbus InsuranceSep 2017 – no end date reportedNew Haven, CT
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Knights OF Columbus Asset Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Mutual funds, separate accounts, model portfolios, target date portfolios, and donor advised funds, all aligned with USCCB investment guidelines.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 230
- Offices listed on AdvisorFinder:
- 2
- Main office:
- New Haven, CT
- SEC file number:
- 801-80844
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel Louis Motto Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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