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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc | Boston | MA | 01/2022 | 04/2023 |
| Mass Park Inc | Boston | MA | 03/2019 | 03/2020 |
| Needham Bank | Needham | MA | 06/2021 | 09/2021 |
| Bay State Llc | Boston | MA | 04/2018 | 09/2018 |
| Bo Foundation(Non-Profit) | Quincy | MA | 06/2016 | 08/2019 |
| Falco & Associates P.C. | Quincy | MA | 05/2020 | 09/2020 |
| Full Time Student | Quincy And Waltham | MA | 01/2012 | 12/2021 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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