Best Investors Account Sign in

Robert James Beal

Columbia Management Investment Advisers, LLC

Boston, MA

Claim This Profile
Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2010-05-01
  • MA RA
    APPROVED
    Since 2010-05-01

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colombia Management Group Boston MA 10/1999 Present
Columbia Management Advisors, Llc Boston MA 06/2005 Present
Riversource Investments Minneapolis MN 05/2010 Present
Riversource Fund Distributors, Inc. Boston MA 05/2010 Present
  • 10/1999 → Present
    Colombia Management Group
    Boston, MA
  • 06/2005 → Present
    Columbia Management Advisors, Llc
    Boston, MA
  • 05/2010 → Present
    Riversource Investments
    Minneapolis, MN
  • 05/2010 → Present
    Riversource Fund Distributors, Inc.
    Boston, MA
Previous Registrations
  • 2005-06-02 → 2010-05-01
    Bofa Advisors, Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-31
S65 Uniform Investment Adviser Law Examination 1995-02-28
S63 Uniform Securities Agent State Law Examination 1990-08-09
  • S66 Uniform Combined State Law Examination
    2005-05-31
  • S65 Uniform Investment Adviser Law Examination
    1995-02-28
  • S63 Uniform Securities Agent State Law Examination
    1990-08-09

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor