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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 |
|---|---|---|---|
| ND | RA | APPROVED | 2019-10-21 |
| MN | RA | APPROVED | 2019-10-18 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
Apple Valley, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 07/2005 | 08/2019 |
| Columbia Management Investment Distributors, Inc. | Apple Valley | MN | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-29 |
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