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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 | 2022-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Architectural Supplements Llc | Waterbury | CT | 06/2017 | 11/2018 |
| New Hampshire State Senate | Concord | NH | 01/2019 | 05/2020 |
| Fidelity Investments | Merrimack | NH | 05/2021 | 01/2022 |
| University Of New Hampshire | Durham | NH | 08/2016 | 04/2020 |
| University Of New Hampshire | Durham | NH | 08/2020 | 04/2021 |
| Tuck School Of Business At Dartmouth | Hanover | NH | 05/2020 | 06/2020 |
| Columbia Management Investment Distributors, Inc | Boston | MA | 01/2022 | Present |
| Columbia Management Investment Advisors | Boston | MA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-04 |
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