Amundi Pioneer Institutional Asset Management, Inc.

Amundi Pioneer Institutional Asset Management, Inc. (CRD# 138756) is a financial advisory firm headquartered in Boston, MA. They manage $18,501,609,217 in 113 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18,502
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $163,731,055
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NC

Financial Advisors at Amundi Pioneer Institutional Asset Management, Inc.
Showing 1 - 10 of 109 top financial advisors.
1
Cy O. Aleman
CRD#: 4569543
60 State Street, Boston, MA 02109
96
Wealthminder
score

Cy Aleman (CRD# 4569543) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 13 years of experience in the finance industry. Cy Aleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jefferson P. Matkin
CRD#: 4550765
60 State Street, Boston, MA 02109
96
Wealthminder
score

Jefferson Matkin (CRD# 4550765) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 15 years of experience in the finance industry.

3
Jeffrey T. Abelli
CRD#: 4672511
60 State Street, Boston, MA 02109
93
Wealthminder
score

Jeffrey Abelli (CRD# 4672511) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 12 years of experience in the finance industry.

4
James A. Augustus
CRD#: 5393947
60 State Street, Boston, MA 02109
93
Wealthminder
score

James Augustus (CRD# 5393947) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 9 years of experience in the finance industry.

5
Pierre V. Begin
CRD#: 5109201
60 State Street, Boston, MA 02109
93
Wealthminder
score

Pierre Begin (CRD# 5109201) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 12 years of experience in the finance industry.

6
Christopher R. Bilello
CRD#: 2888526
60 State Street, Boston, MA 02109
93
Wealthminder
score

Christopher Bilello (CRD# 2888526) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 18 years of experience in the finance industry.

7
Meredith K. Birdsall
CRD#: 1257369
60 State Street, Boston, MA 02109
93
Wealthminder
score

Meredith Birdsall (CRD# 1257369) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 21 years of experience in the finance industry.

8
Andrew A. Brosco
CRD#: 5851819
60 State Street, Boston, MA 02109
93
Wealthminder
score

Andrew Brosco (CRD# 5851819) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 6 years of experience in the finance industry.

9
Elizabeth A. Bucalo
CRD#: 5371607
60 State Street, Boston, MA 02109
93
Wealthminder
score

Elizabeth Bucalo (CRD# 5371607) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 9 years of experience in the finance industry.

10
Stephen D. Casaccia
CRD#: 3225495
60 State Street, Boston, MA 02109
93
Wealthminder
score

Stephen Casaccia (CRD# 3225495) is an Investment Advisor Representative working at Amundi Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 14 years of experience in the finance industry.

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