Best Investors
Account
Sign in
Columbia Management Investment Advisers, LLC CRD 108257
$502B regulatory AUM 142 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 04/2009 | 12/2016 |
| American Enterprise Investment Services Inc. | Minneapolis | MN | 01/2017 | 10/2022 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 12/2019 | 10/2022 |
| Columbia Management Investment Distributors, Inc. | Minneapolis | MN | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-02 |
Reach out to this advisor