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 |
|---|---|---|---|
| MA | RA | APPROVED | 2020-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 12/2018 | Present |
| The Loft Ski Shop | Tannersville | PA | 05/2012 | 01/2018 |
| J. Crew | Tannersville | PA | 05/2015 | 11/2018 |
| Wheaton College Madeleine Clark Wallace Library | Norton | MA | 09/2017 | 05/2018 |
| Loft; Ann Taylor | Mansfield | MA | 05/2017 | 05/2018 |
| Loft; Ann Taylor | Tannersville | PA | 05/2018 | 12/2018 |
| Lucky Brand Jeans | Tannersville | PA | 10/2018 | 12/2018 |
| Wheaton College | Norton | MA | 09/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-26 |
Reach out to this advisor