Adam ShanahanCRD Number: 5363982
Current Firm: Columbia Management Investment Advisers, LLC
Adam Shanahan (CRD# 5363982) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Riversource Fund Distributors, Inc.||Boston, MA||May 2010 - Current||7|
|Riversource Investments||Minneapolis, MN||May 2010 - Current||7|
|Columbia Management Distributors, Inc.||Boston, MA||Mar 2010 - Current||7|
|Hightower Securities, LLC||New York, NY||Nov 2008 - Mar 2010||1|
|Morgan Stanley & Company, Incorporated||New York, NY||Jun 2007 - Nov 2008||1|
|Fidelity||West Hartford, CT||Aug 2006 - Jun 2007||< 1|
|University Of Hartford||West Hartford, CT||Sep 2002 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management338,819MILLIONS
Total Number of Accounts8,954ACCOUNTS
Average Account Value$37,839,978
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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