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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
TX RA APPROVED 2018-07-16
MA RA APPROVED 2013-12-09
  • TX RA
    APPROVED
    Since 2018-07-16
  • MA RA
    APPROVED
    Since 2013-12-09

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Dallas, TX • 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 10/2013 03/2020
Columbia Management Investment Distributors, Inc. Boston MA 03/2020 Present
  • 10/2013 → 03/2020
    Columbia Management Investment Distributors Inc
    Boston, MA
  • 03/2020 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-27
  • S66 Uniform Combined State Law Examination
    2013-11-27
Designations
  • Chartered Financial Analyst
Other Names
  • Maddie Quirk
  • Madeline M Quirk

View on SEC IAPD

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