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Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-11
  • MA RA
    APPROVED
    Since 2026-05-11

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Quincy, MA • 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
Park Avenue Securities Llc Needham MA 03/2024 11/2024
Massmutual Life Insurance Co Boston MA 05/2025 03/2026
Mml Investors Services, Llc Boston MA 06/2025 03/2026
Bryant University Smithfield RI 08/2020 08/2025
The Bulfinch Group Needham MA 05/2024 08/2024
Sunset Pier Quincy MA 05/2024 08/2024
Granite Telecommunications Quincy MA 05/2023 08/2023
River Bar Somerville MA 05/2022 08/2022
Mal Elfman's Flooring Mansfield MA 05/2021 08/2021
Firefly Yoga Studios Foxboro MA 02/2018 08/2018
Mansfield High School Mansfield MA 09/2014 05/2020
Columbia Management Investment Distributors, Inc. Boston MA 03/2026 Present
Columbia Management Investment Advisers, Llc Boston MA 03/2026 Present
  • 03/2024 → 11/2024
    Park Avenue Securities Llc
    Needham, MA
  • 05/2025 → 03/2026
    Massmutual Life Insurance Co
    Boston, MA
  • 06/2025 → 03/2026
    Mml Investors Services, Llc
    Boston, MA
  • 08/2020 → 08/2025
    Bryant University
    Smithfield, RI
  • 05/2024 → 08/2024
    The Bulfinch Group
    Needham, MA
  • 05/2024 → 08/2024
    Sunset Pier
    Quincy, MA
  • 05/2023 → 08/2023
    Granite Telecommunications
    Quincy, MA
  • 05/2022 → 08/2022
    River Bar
    Somerville, MA
  • 05/2021 → 08/2021
    Mal Elfman's Flooring
    Mansfield, MA
  • 02/2018 → 08/2018
    Firefly Yoga Studios
    Foxboro, MA
  • 09/2014 → 05/2020
    Mansfield High School
    Mansfield, MA
  • 03/2026 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 03/2026 → Present
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
S63 Uniform Securities Agent State Law Examination 2025-07-28
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21
  • S63 Uniform Securities Agent State Law Examination
    2025-07-28
Other Names
  • Lucas Robert Ascoli
  • Lucas Ascoli

View on SEC IAPD

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