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 |
|---|---|---|---|
| MA | 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 |
|---|---|---|---|---|
| Leslie's Inc. | Clifton | NJ | 05/2021 | 08/2023 |
| Equitable Advisors, Llc. | New York | NY | 09/2023 | 05/2024 |
| Morgan Stanley | Paramus | NJ | 06/2022 | 08/2022 |
| Bentley University | Waltham | MA | 09/2020 | 08/2023 |
| Unemployed | Saddle Brook | NJ | 06/2020 | 08/2020 |
| Bergen County Technical High School | Teterboro | NJ | 09/2016 | 06/2020 |
| Saddle Brook Middle School | Saddle Brook | NJ | 09/2014 | 09/2016 |
| Leslie's Pool Inc. | Framingham | MA | 06/2024 | 09/2024 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 10/2024 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
Reach out to this advisor