William Wolfe (CRD# 7278313) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston, MA | Jun 2021 - Current | 2 |
| Boston College | Chesnut Hill, MA | Aug 2020 - Jun 2021 | < 1 |
| Putnam Investments | Andover, MA | Jun 2020 - Aug 2020 | < 1 |
| Boston College | Chestnut Hills, MA | Aug 2019 - Jun 2020 | < 1 |
| Lincoln Financial Group | Radnor, PA | May 2019 - Aug 2019 | < 1 |
| Boston College | Chestnut Hills, MA | Jul 2017 - Apr 2019 | 1 |
| Malvern Prep High School | Malvern, PA | Sep 2013 - Jul 2017 | 3 |
| Saint Agnes Middle School | West Chester, PA | Jun 2011 - Aug 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- MA
-
Total Assets Under Management388,389MILLIONS
-
Total Number of Accounts5,163ACCOUNTS
-
Average Account Value$75,225,390
- 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)
- Other
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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