Columbia Management Investment Advisers, LLC

Columbia Management Investment Advisers, LLC (CRD# 108257) is a financial advisory firm headquartered in Boston, MA. They manage $427,057,574,198 in 5,495 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    427,058
    MILLION
  • Total Number of Accounts
    5,495
    ACCOUNTS
  • Average Account Value
    $77,717,484
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Columbia Management Investment Advisers, LLC
Showing 101 - 110 of 170 top financial advisors.
101
Harry J. Seymour
CRD#: 3265351
290 Congress Street, Boston, MA 02210

Harry Seymour (CRD# 3265351) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 20 years of experience in the finance industry.

102
Anar D. Shah
CRD#: 2991422
290 Congress Street, Boston, MA 02210

Anar Shah (CRD# 2991422) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 25 years of experience in the finance industry.

103
Adam E. Shanahan
CRD#: 5363982
290 Congress Street, Boston, MA 02210

Adam Shanahan (CRD# 5363982) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 16 years of experience in the finance industry.

104
John T. Sheehan
CRD#: 5676864
290 Congress Street, Boston, MA 02210

John Sheehan (CRD# 5676864) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 12 years of experience in the finance industry.

105
Paul A. Shelton
CRD#: 4613935
290 Congress Street, Boston, MA 02210

Paul Shelton (CRD# 4613935) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 18 years of experience in the finance industry.

106
James P. Sluis
CRD#: 6247506
290 Congress Street, Boston, MA 02210

James Sluis (CRD# 6247506) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 10 years of experience in the finance industry.

107
Erik W. Sotell
CRD#: 6084831
290 Congress Street, Boston, MA 02210

Erik Sotell (CRD# 6084831) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 10 years of experience in the finance industry.

108
Patrick A. Spero
CRD#: 6334860
290 Congress Street, Boston, MA 02210

Patrick Spero (CRD# 6334860) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 8 years of experience in the finance industry.

109
David W. Spitz
CRD#: 5640825
290 Congress Street, Boston, MA 02210

David Spitz (CRD# 5640825) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 14 years of experience in the finance industry.

110
Scott M. Stanton
CRD#: 2961811
290 Congress Street, Boston, MA 02210

Scott Stanton (CRD# 2961811) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 25 years of experience in the finance industry.

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