Shepard Smith

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 05/2020 → 06/2024
  Mainely Burgers
  Portland, ME
• 06/2024 → 08/2024
  Reveler Development
  Portland, ME
• 11/2002 → 05/2020
  Unemployed
  Cape Elizabeth, ME
• 09/2023 → 05/2025
  Folino's
  Williston, VT
• 06/2025 → Present
  Columbia Management Investment Advisers, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-26

Other Names

• Shep Smith