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Joseph Michael Feeney

Columbia Management Investment Advisers, LLC

Boston, MA

CRD 7262798

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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
LA RA APPROVED 2024-09-03
TX RA APPROVED_RES 2024-09-03
  • LA RA
    APPROVED
    Since 2024-09-03
  • TX RA
    APPROVED_RES
    Since 2024-09-03

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
Columbia Management Investment Distributors, Inc. Boston MA 05/2022 Present
Suffolk University Boston MA 05/2018 05/2022
99 Restaurants & Pub Walpole MA 09/2016 09/2019
Northwestern Mutual Boston MA 05/2020 01/2021
North River Outfitters Boston MA 11/2019 05/2020
Middlesex School Concord MA 05/2016 05/2017
Joe's Waterfront Boston MA 03/2021 09/2021
  • 05/2022 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 05/2018 → 05/2022
    Suffolk University
    Boston, MA
  • 09/2016 → 09/2019
    99 Restaurants & Pub
    Walpole, MA
  • 05/2020 → 01/2021
    Northwestern Mutual
    Boston, MA
  • 11/2019 → 05/2020
    North River Outfitters
    Boston, MA
  • 05/2016 → 05/2017
    Middlesex School
    Concord, MA
  • 03/2021 → 09/2021
    Joe's Waterfront
    Boston, MA
Other Businesses

Name of Activity: Hockey Referee; Date Activity Started/Modified/Ended: 3/12/2024; Type of Activity: Field is Blank!; Role/Relationship: Employee; Responsibilities: Part time hockey referee; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-22
S63 Uniform Securities Agent State Law Examination 2022-05-14
  • S65 Uniform Investment Adviser Law Examination
    2022-07-22
  • S63 Uniform Securities Agent State Law Examination
    2022-05-14
Other Names
  • Joseph Michael Feeney
  • Joe Feeney
  • Joseph Feeney

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