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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:

Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Brighton, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2023 → 08/2023
    Boston Financial
    Boston, MA
  • 02/2021 → 05/2024
    Umass Recreation Center
    Amherst, MA
  • 08/2024 → 07/2025
    Fidelity Investments
    Smithfield, RI
  • 03/2016 → 03/2023
    Somerset Creamery
    Somerset, MA
  • 09/2022 → 09/2023
    Umass School Store
    Amherst, MA
  • 05/2024 → 08/2024
    Unemployed
    Swansea, MA
  • 11/2025 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 07/2025 → 11/2025
    Unemployed
    Swansea, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-04
S63 Uniform Securities Agent State Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2026-03-04
  • S63 Uniform Securities Agent State Law Examination
    2024-11-25
Other Names
  • Aidan Emerson

View on SEC IAPD

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