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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 |
|---|---|---|---|---|
| 24 Trauma Biohazard Remediation | Mansfield | MA | 06/2016 | 08/2017 |
| Fairway Landscaping And Lawn Care | South Easton | MA | 05/2018 | 08/2018 |
| Merrill Lynch | Cambridge | MA | 06/2019 | 08/2019 |
| Easton Country Club | South Easton | MA | 05/2020 | 08/2020 |
| Fidelity Investments | Merrimack | NH | 06/2021 | 03/2022 |
| James Madison University | Harrisonburg | VA | 08/2017 | 05/2018 |
| James Madison University | Harrisonburg | VA | 08/2018 | 01/2019 |
| Bridgewater State University | Bridgewater | MA | 01/2019 | 05/2019 |
| Providence College | Providence | RI | 08/2019 | 05/2020 |
| Providence College | Providence | RI | 08/2020 | 05/2021 |
| Oliver Ames High School | North Easton | MA | 08/2014 | 05/2017 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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