Lucas Kranseler

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 08/2020
  Oak Hill Country Day Camp
  Foxborough, MA
• 08/2024 → 01/2026
  Fidelity Investments
  Smithfield, RI
• 06/2018 → 08/2018
  Everwood Day Camp
  Sharon, MA
• 06/2022 → 08/2022
  Briefly, Llc
  San Francisco, CA
• 05/2019 → 07/2019
  The Cape Club Of Sharon
  Sharon, MA
• 06/2023 → 05/2024
  Quinnipiac University, School Of
  Hamden, CT
• 09/2016 → 06/2020
  The Wheeler School
  Providence, RI
• 05/2021 → 08/2021
  L Street Pizza
  Hull, MA
• 06/2023 → 08/2023
  Cheetah Capital
  Dedham, MA
• 08/2020 → 05/2023
  Quinnipiac University
  Hamden, CT
• 05/2024 → 07/2024
  Unemployed
  Sharon, MA
• 02/2026 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 03/2026 → Present
  Columbia Management Investment Advisers, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-14
• S63 Uniform Securities Agent State Law Examination
  2024-11-27

Other Names

• Lucas Kranseler