Cole Alan Boehmer

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-06-16
CT	RA	APPROVED	2025-05-19

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Putnam Retail Management	Andover	MA	06/2016	11/2016
Columbia Threadneedle Investments	Boston	MA	11/2016	04/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	04/2025	Present
Bank Of America, N.A.	Boston	MA	05/2025	Present

06/2016 → 11/2016

Putnam Retail Management

Andover, MA
11/2016 → 04/2025

Columbia Threadneedle Investments

Boston, MA
04/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
05/2025 → Present

Bank Of America, N.A.

Boston, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-04-10
S63	Uniform Securities Agent State Law Examination	2016-08-24

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