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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 | 2024-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Las Vegas | NV | 05/2023 | 06/2023 |
| Cheyenne Traditional School | Scottsdale | AZ | 05/2013 | 05/2016 |
| Desert Mountain High School | Scottsdale | AZ | 05/2016 | 05/2020 |
| University Of Arizona | Scottsdale | AZ | 05/2020 | 07/2024 |
| Chanen Preschool | Scottsdale | AZ | 06/2019 | 10/2019 |
| Ameriprise Financial | Scottsdale | AZ | 06/2022 | 07/2022 |
| Ameriprise Financial | Scottsdale | AZ | 05/2021 | 07/2021 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 08/2024 | Present |
| Columbia Management Investment Advisers, Llc | Boston | MA | 08/2024 | Present |
| University Of Arizona | Tucson | AZ | 08/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-23 |
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