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 61 - 70 of 173 top financial advisors.
61
Stephen M. Karnolt
CRD#: 3235206
290 Congress Street, Boston, MA 02210

Stephen Karnolt (CRD# 3235206) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 23 years of experience in the finance industry.

62
Jeffrey S. Kennedy-Heine
CRD#: 5143885
290 Congress Street, Boston, MA 02210

Jeffrey Kennedy-Heine (CRD# 5143885) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 17 years of experience in the finance industry.

63
Christopher S. Kerwin
CRD#: 5771214
Fairfield, CT

Christopher Kerwin (CRD# 5771214) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Fairfield, CT and has over 13 years of experience in the finance industry.

64
Albert T. Kirchner
CRD#: 2111632
290 Congress Street, Boston, MA 02210

Albert Kirchner (CRD# 2111632) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 33 years of experience in the finance industry.

65
James J. Kissane
CRD#: 3176107
290 Congress Street, Boston, MA 02210

James Kissane (CRD# 3176107) 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.

66
Lenora Kivela
CRD#: 4673782
290 Congress Street, Boston, MA 02210

Lenora Kivela (CRD# 4673782) 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.

67
David Kleiman
CRD#: 4290075
290 Congress Street, Boston, MA 02210

David Kleiman (CRD# 4290075) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 23 years of experience in the finance industry.

68
Justin M. Knowles
CRD#: 5786941
290 Congress Street, Boston, MA 02210

Justin Knowles (CRD# 5786941) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 13 years of experience in the finance industry.

69
Peter M. L'italien
CRD#: 5653623
290 Congress Street, Boston, MA 02210

Peter L'italien (CRD# 5653623) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 13 years of experience in the finance industry.

70
William K. Lamontagne
CRD#: 6327444
290 Congress Street, Boston, MA 02210

William Lamontagne (CRD# 6327444) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 9 years of experience in the finance industry.

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