Adviser and broker representative · Columbia Management Investment Advisers, LLC
Anne F. Holloran
CRD 1982319 · Minneapolis, MN
At a glance
Anne F. Holloran is an investment adviser representative with Columbia Management Investment Advisers, LLC in Minneapolis, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anne’s SEC record dates to 2015, about 10 years ago. Anne is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Columbia Management Investment Advisers, LLCSince November 2015Minneapolis, MN · $502B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Anne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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