Michael Connolly (CRD# 4434334) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.
CRD# 5820593
Commonwealth Financial Network
Score
106
CRD# 4474832
Planning Solutions Group, LLC
Score
104
CRD# 1983133
Oxford Planning Group, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riversource Fund Distributors, Inc. | Boston, MA | May 2010 - Current | 7 |
| Riversource Investments | Minneapolis, MN | May 2010 - Current | 7 |
| Columbia Management Group | Boston, MA | Jan 2007 - Current | 11 |
| Columbia Management Advisors, LLC | Boston, MA | Jan 2007 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- AL
- AK
- AR
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WI
- VI
- AZ
- DC
- GA
- OR
- MN
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Total Assets Under Management350,184MILLIONS
-
Total Number of Accounts4,675ACCOUNTS
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Average Account Value$74,905,607
- 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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