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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 2024-11-12
  • MA RA
    APPROVED
    Since 2024-11-12

Branch Locations

Malden, MA • United States

290 Congress Street, Boston, MA 02210 • 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
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
  • 05/2021 → 08/2023
    Leslie's Inc.
    Clifton, NJ
  • 09/2023 → 05/2024
    New York, NY
  • 06/2022 → 08/2022
    Morgan Stanley
    Paramus, NJ
  • 09/2020 → 08/2023
    Bentley University
    Waltham, MA
  • 06/2020 → 08/2020
    Unemployed
    Saddle Brook, NJ
  • 09/2016 → 06/2020
    Bergen County Technical High School
    Teterboro, NJ
  • 09/2014 → 09/2016
    Saddle Brook Middle School
    Saddle Brook, NJ
  • 06/2024 → 09/2024
    Leslie's Pool Inc.
    Framingham, MA
  • 10/2024 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 10/2024 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07
Other Names
  • Daniel C Giammanco
  • Daniel Ciro Giammanco

View on SEC IAPD

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