Grace WatersCRD Number: 5937783
Current Firm: Columbia Management Investment Advisers, LLC
Grace Waters (CRD# 5937783) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Columbia Management Investment Distributors Inc.||Boston, MA||Jun 2012 - Current||5|
|Middlebury College||Middlebury, VT||Sep 2011 - May 2012||< 1|
|Middlebury College||Middlebury, VT||Sep 2008 - May 2012||3|
|Middlebury College||Middlebury, VT||Nov 2011 - Mar 2012||< 1|
|Columbia Management Investment Distributors Inc.||Boston, MA||Jun 2011 - Aug 2011||< 1|
|Middlebury College||Middlebury, VT||Nov 2010 - Mar 2011||< 1|
|Town Of Amherst Recreation Department||Amherst, NY||Jun 2010 - Aug 2010||< 1|
|Garret Club||Buffalo, NY||Jun 2010 - Aug 2010||< 1|
|Middlebury College||Middlebury, VT||Nov 2009 - Mar 2010||< 1|
|Town Of Amherst Recreation Department||Amherst, NY||Jun 2009 - Aug 2009||< 1|
|Garret Club||Buffalo, NY||Jun 2009 - Aug 2009||< 1|
|Garret Club||Buffalo, NY||Jun 2008 - Aug 2008||< 1|
|Nichols School||Buffalo, NY||Sep 2001 - May 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
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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