Isaiah Nelsen, financial advisor Boston MA

Isaiah Nelsen

CRD Number: 6658374
Current Firm: Columbia Management Investment Advisers, LLC

Isaiah Nelsen (CRD# 6658374) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Management Investment Distributors, Inc. Boston, MA May 2018 - Current 3
Axa Advisors, LLC New York, NY Jul 2017 - May 2018 < 1
Babson College Wellesley, MA Sep 2015 - May 2017 1
Michael Petruska Wellesley, MA Jun 2016 - Aug 2016 < 1
Babson College Wellesley, MA May 2016 - Aug 2016 < 1
North Andover Youth And Recreational Services North Andover, MA Jun 2011 - Aug 2015 4
Saint Anselm College Manchester, NH Sep 2013 - May 2015 1
North Andover High School North Andover, MA Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
S63 Uniform Securities State Law Examination Sep 2017
Contact Info for Isaiah Nelsen
Phone Number: 800-225-2365
Registered State(s):
  • KS
  • MA
  • MO
  • PA
By the Numbers
  • Total Assets Under Management
    408,205
    MILLIONS
  • Total Number of Accounts
    4,305
    ACCOUNTS
  • Average Account Value
    $94,821,146
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, WY

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