W. Robert Graves

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Riversource Distributors, Inc
  Cambridge, MA
• 01/2009 → Present
  Seligman Advisors, Inc.
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2005-03-17
• S65 Uniform Investment Adviser Law Examination
  1997-08-14
• S63 Uniform Securities Agent State Law Examination
  1997-08-07

Designations

• Chartered Financial Analyst

Other Names

• William Robert Graves
• William Robert Graves
• William Robert Graves