Michael Doran, financial advisor Boston MA

Michael Doran

CRD Number: 6859366
Current Firm: Columbia Management Investment Advisers, LLC

Michael Doran (CRD# 6859366) 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.

Similar Advisors
Nancy Aadalen, financial advisor Boston MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Boston MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Similar Advisors
Gregory Abate, financial advisor Boston MA
Gregory J. Abate
CRD# 5158798
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Columbia Management Investment Distributors, Inc. Boston, MA Mar 2020 - Current < 1
Putnam Retail Management Andover, MA Sep 2017 - Feb 2020 2
Bullhorn, Inc. Boston, MA Dec 2016 - Sep 2017 < 1
Unemployed Westford, MA Sep 2016 - Dec 2016 < 1
3e Moving And Storage Chelmsford, MA Jul 2016 - Sep 2016 < 1
Mixson Bath & Racquet Club North Charleston, SC Feb 2016 - Jul 2016 < 1
College Of Charleston Charleston, SC Sep 2015 - May 2016 < 1
Hall Chophouse Charleston, SC Oct 2014 - Dec 2015 1
College Of Charleston Charleston, SC Sep 2014 - May 2015 < 1
3e Moving And Storage Chelmsford, MA Jun 2014 - Sep 2014 < 1
College Of Charleston Charleston, SC Sep 2013 - May 2014 < 1
3e Moving And Storage Chelmsford, MA Jun 2013 - Sep 2013 < 1
College Of Charleston Charleston, SC Sep 2012 - May 2013 < 1
3e Moving And Storage Chelmsford, MA Jun 2012 - Sep 2012 < 1
Westford Public Schools Westford, MA Sep 2007 - Jun 2012 4
3e Moving And Storage Chelmsford, MA Jun 2011 - Sep 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Michael R. Doran
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    359,353
    MILLIONS
  • Total Number of Accounts
    4,312
    ACCOUNTS
  • Average Account Value
    $83,337,918
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.