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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

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. Boston MA 02/2026 Present
N/A N/A NY 08/2025 02/2026
Detroit Tigers Lakeland FL 07/2022 08/2025
N/A N/A NY 02/2016 07/2022
Columbia Management Investment Advisers, Llc Boston MA 02/2026 Present
  • 02/2026 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 08/2025 → 02/2026
    N/A
    N/A, NY
  • 07/2022 → 08/2025
    Detroit Tigers
    Lakeland, FL
  • 02/2016 → 07/2022
    N/A
    N/A, NY
  • 02/2026 → Present
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-23
S63 Uniform Securities Agent State Law Examination 2025-11-24
  • S66 Uniform Combined State Law Examination
    2026-01-23
  • S63 Uniform Securities Agent State Law Examination
    2025-11-24

View on SEC IAPD

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