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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 2025-10-15
  • MA RA
    APPROVED
    Since 2025-10-15

Branch Locations

290 Congress Street, Boston, MA 02210 • 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. Boston MA 06/2025 Present
University Of Delaware Newark DE 12/2024 06/2025
University Of Delaware Newark DE 08/2024 12/2024
Memoryblue Waltham MA 05/2024 08/2024
Blue Hills Country Club Canton MA 05/2024 08/2024
University Of Delaware Newark DE 12/2023 05/2024
University Of Delaware Newark DE 08/2023 12/2023
Blue Hills Country Club Canton MA 05/2023 08/2023
University Of Delaware Newark DE 02/2023 05/2023
Longhorn Steakhouse Mansfield MA 12/2022 02/2023
University Of Delaware Newark DE 08/2022 12/2022
Blue Hills County Club Canton MA 05/2022 08/2022
University Of Delaware Newark DE 02/2022 05/2022
Edible Arrangements Foxboro MA 12/2021 02/2022
University Of Delaware Newark DE 08/2021 12/2021
Edible Arrangements Foxboro MA 01/2021 08/2021
Mansfield High School Mansfield MA 01/2020 01/2021
Cibo Matto Cafe Newark MA 11/2019 01/2020
Mansfield High School/ Qualters Middle School Mansfield MA 06/2015 11/2019
Columbia Management Investment Advisers, Llc Boston MA 09/2025 Present
  • 06/2025 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 12/2024 → 06/2025
    University Of Delaware
    Newark, DE
  • 08/2024 → 12/2024
    University Of Delaware
    Newark, DE
  • 05/2024 → 08/2024
    Memoryblue
    Waltham, MA
  • 05/2024 → 08/2024
    Blue Hills Country Club
    Canton, MA
  • 12/2023 → 05/2024
    University Of Delaware
    Newark, DE
  • 08/2023 → 12/2023
    University Of Delaware
    Newark, DE
  • 05/2023 → 08/2023
    Blue Hills Country Club
    Canton, MA
  • 02/2023 → 05/2023
    University Of Delaware
    Newark, DE
  • 12/2022 → 02/2023
    Longhorn Steakhouse
    Mansfield, MA
  • 08/2022 → 12/2022
    University Of Delaware
    Newark, DE
  • 05/2022 → 08/2022
    Blue Hills County Club
    Canton, MA
  • 02/2022 → 05/2022
    University Of Delaware
    Newark, DE
  • 12/2021 → 02/2022
    Edible Arrangements
    Foxboro, MA
  • 08/2021 → 12/2021
    University Of Delaware
    Newark, DE
  • 01/2021 → 08/2021
    Edible Arrangements
    Foxboro, MA
  • 01/2020 → 01/2021
    Mansfield High School
    Mansfield, MA
  • 11/2019 → 01/2020
    Cibo Matto Cafe
    Newark, MA
  • 06/2015 → 11/2019
    Mansfield High School/ Qualters Middle School
    Mansfield, MA
  • 09/2025 → Present
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29

View on SEC IAPD

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