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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreen's Pharmacy | Weymouth | MA | 09/2016 | 12/2016 |
| Weymouth Athletic Club | Weymouth | MA | 03/2017 | 04/2018 |
| Cushman & Wakefield (C&W Services) | Needham | MA | 06/2020 | 09/2020 |
| Sterling Golf Management, Inc. | Rockland - Haverhill | MA | 05/2021 | 12/2021 |
| Fidelity Investments | Smithfield | RI | 06/2022 | 04/2023 |
| Weymouth High School | Weymouth | MA | 09/2014 | 06/2018 |
| Merrimack College | North Andover | MA | 09/2018 | 05/2022 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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