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Tachera Deniece Roberts

Columbia Management Investment Advisers, LLC

Boston, MA

Dunwoody, GA

CRD 5738508

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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 2014-03-10
  • MA RA
    APPROVED
    Since 2014-03-10

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Dunwoody, GA • 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 Investement Distributors Inc Boston MA 01/2014 Present
  • 01/2014 → Present
    Columbia Management Investement Distributors Inc
    Boston, MA
Other Businesses

Name of Activity: National Association of Securities Professionals - FAST Track Program; Date Activity Modified: 03/23/2023; Type of Activity: ; Role/Relationship: Other - Mentor- Program Lead; Responsibilities: Lead Atlanta chapter programming and growth committee team along with mentor local students; Income Per Year: NO INCOME; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-04
S63 Uniform Securities Agent State Law Examination 2010-03-23
  • S65 Uniform Investment Adviser Law Examination
    2014-03-04
  • S63 Uniform Securities Agent State Law Examination
    2010-03-23
Other Names
  • Tachera Martin
  • Tachera Deniece Martin

View on SEC IAPD

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