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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 | 2026-03-16 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Brighton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Financial | Boston | MA | 07/2023 | 08/2023 |
| Umass Recreation Center | Amherst | MA | 02/2021 | 05/2024 |
| Fidelity Investments | Smithfield | RI | 08/2024 | 07/2025 |
| Somerset Creamery | Somerset | MA | 03/2016 | 03/2023 |
| Umass School Store | Amherst | MA | 09/2022 | 09/2023 |
| Unemployed | Swansea | MA | 05/2024 | 08/2024 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 11/2025 | Present |
| Unemployed | Swansea | MA | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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