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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 | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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