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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 2025-11-13
  • MA RA
    APPROVED
    Since 2025-11-13

Branch Locations

Dorchester, 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
Amica Insurance Lincoln RI 05/2022 08/2022
Amica Insurance Lincoln RI 05/2021 08/2021
Town Of Franklin Franklin MA 12/2020 03/2021
Door Dash Franklin MA 12/2020 03/2021
Amazon Milford MA 05/2020 05/2020
Jpg Lawn And Landscape Franklin MA 05/2019 08/2019
Ichigo Ichi Franklin MA 11/2016 03/2019
Fidelity Investments Smithfield RI 08/2023 08/2025
University Of Maine Orono ME 08/2019 05/2023
Franklin High School Franklin MA 08/2015 06/2019
Columbia Management Investment Distributors Boston MA 09/2025 Present
Columbia Management Investment Advisers, Llc Boston MA 11/2025 Present
  • 05/2022 → 08/2022
    Amica Insurance
    Lincoln, RI
  • 05/2021 → 08/2021
    Amica Insurance
    Lincoln, RI
  • 12/2020 → 03/2021
    Town Of Franklin
    Franklin, MA
  • 12/2020 → 03/2021
    Door Dash
    Franklin, MA
  • 05/2020 → 05/2020
    Amazon
    Milford, MA
  • 05/2019 → 08/2019
    Jpg Lawn And Landscape
    Franklin, MA
  • 11/2016 → 03/2019
    Ichigo Ichi
    Franklin, MA
  • 08/2023 → 08/2025
    Fidelity Investments
    Smithfield, RI
  • 08/2019 → 05/2023
    University Of Maine
    Orono, ME
  • 08/2015 → 06/2019
    Franklin High School
    Franklin, MA
  • 09/2025 → Present
    Columbia Management Investment Distributors
    Boston, MA
  • 11/2025 → Present
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-30
S63 Uniform Securities Agent State Law Examination 2023-11-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-30
  • S63 Uniform Securities Agent State Law Examination
    2023-11-22
Other Names
  • Spencer Anthony Briggs
  • Spencer Briggs

View on SEC IAPD

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