Best Investors Account Sign in
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 2025-09-02
  • MA RA
    APPROVED
    Since 2025-09-02

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Boston, 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
Columbia Management Investment Distributors, Inc. Independence MN 06/2025 Present
Radnor High School/University Of Vermont Newtown Square PA 01/2015 05/2023
Mill Creek Capital Advisers, Llc Conshohocken PA 01/2022 08/2022
University Of Vermont Burlington VT 08/2022 05/2023
Devereux West Chester PA 05/2023 08/2023
Uvm Burlington VT 08/2023 12/2024
The Daily Planet Burlington VT 12/2024 06/2025
Columbia Management Investment Advisers, Llc Boston MA 08/2025 Present
  • 06/2025 → Present
    Columbia Management Investment Distributors, Inc.
    Independence, MN
  • 01/2015 → 05/2023
    Radnor High School/University Of Vermont
    Newtown Square, PA
  • 01/2022 → 08/2022
    Mill Creek Capital Advisers, Llc
    Conshohocken, PA
  • 08/2022 → 05/2023
    University Of Vermont
    Burlington, VT
  • 05/2023 → 08/2023
    Devereux
    West Chester, PA
  • 08/2023 → 12/2024
    Uvm
    Burlington, VT
  • 12/2024 → 06/2025
    The Daily Planet
    Burlington, VT
  • 08/2025 → Present
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
  • S66 Uniform Combined State Law Examination
    2025-08-13

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Boston, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor