Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-26 |
| MA | RA | APPROVED | 2024-11-25 |
| RI | RA | APPROVED | 2024-11-12 |
Branch Locations
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc | Boston | MA | 01/2011 | 03/2023 |
| Columbia Management Investment Advisers, Llc | Boston | MA | 10/2024 | Present |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 10/2024 | Present |
| Vip Tires And Service | Auburn | ME | 04/2023 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-23 |
Reach out to this advisor