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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 | 2025-09-02 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-13 |
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