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Erik W Sotell

Columbia Management Investment Advisers, LLC

Anchorage, AK

Boston, MA

CRD 6084831

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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:

Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-08-13
  • MA RA
    APPROVED
    Since 2013-08-13

Branch Locations

Anchorage, AK • United States

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
Donegal Securities, Inc. Wellesley MA 06/2012 Present
The Kraematon Group, Inc Wellesley MA 06/2009 Present
Columbia Management Investment Distributors Inc Boston MA 08/2013 Present
  • 06/2012 → Present
    Donegal Securities, Inc.
    Wellesley, MA
  • 06/2009 → Present
    The Kraematon Group, Inc
    Wellesley, MA
  • 08/2013 → Present
    Columbia Management Investment Distributors Inc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-03
  • S66 Uniform Combined State Law Examination
    2013-07-03
Other Names
  • Erik W Sotell
  • Erik William Sotell

View on SEC IAPD

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