Best Investors Account Sign in
Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-27
  • MA RA
    APPROVED
    Since 2025-02-27

Branch Locations

Boston, MA • 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
West Marine Danvers MA 05/2019 08/2019
Servicemaster Boston MA 01/2017 04/2020
Market Basket Andover MA 12/2019 01/2020
Market Basket Middleton MA 05/2015 07/2017
North Andover High School North Andover MA 06/2017 08/2018
Ski Bradford Haverhill MA 11/2016 04/2017
East Cambridge Savings Bank Cambridge MA 06/2021 08/2021
Marquette University Milwaukee WI 08/2018 06/2022
North Andover High School North Andover MA 09/2014 06/2018
Fidelity Investments Greenwood Village CO 07/2022 11/2024
Unemployed North Andover MA 05/2020 06/2021
Uber Boston MA 05/2021 09/2021
Columbia Management Investment Distributors, Inc Boston MA 11/2024 Present
  • 05/2019 → 08/2019
    West Marine
    Danvers, MA
  • 01/2017 → 04/2020
    Servicemaster
    Boston, MA
  • 12/2019 → 01/2020
    Market Basket
    Andover, MA
  • 05/2015 → 07/2017
    Market Basket
    Middleton, MA
  • 06/2017 → 08/2018
    North Andover High School
    North Andover, MA
  • 11/2016 → 04/2017
    Ski Bradford
    Haverhill, MA
  • 06/2021 → 08/2021
    East Cambridge Savings Bank
    Cambridge, MA
  • 08/2018 → 06/2022
    Marquette University
    Milwaukee, WI
  • 09/2014 → 06/2018
    North Andover High School
    North Andover, MA
  • 07/2022 → 11/2024
    Fidelity Investments
    Greenwood Village, CO
  • 05/2020 → 06/2021
    Unemployed
    North Andover, MA
  • 05/2021 → 09/2021
    Uber
    Boston, MA
  • 11/2024 → Present
    Columbia Management Investment Distributors, Inc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-15
S63 Uniform Securities Agent State Law Examination 2023-01-13
  • S66 Uniform Combined State Law Examination
    2025-02-15
  • S63 Uniform Securities Agent State Law Examination
    2023-01-13

View on SEC IAPD

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor