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 |
|---|---|---|---|
| LA | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED_RES | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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 ---
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-14 |
Reach out to this advisor