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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank, Na | Minneapolis | MN | 01/2010 | 12/2021 |
| Foreside Financial Services, Llc | Minneapolis | MN | 01/2020 | 12/2021 |
| Bmo Asset Management Corp. | Minnapolis | MN | 01/2010 | 12/2021 |
| Columbia Management Investment Distributors, Inc | Boston | MA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-29 |
| S66 | Uniform Combined State Law Examination | 2002-08-16 |
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