Adviser and broker representative · Columbia Management Investment Advisers, LLC
Kevin D. Bales
CRD 5852845 · Boston, MA
At a glance
Kevin D. Bales is an investment adviser representative with Columbia Management Investment Advisers, LLC in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kevin’s SEC record dates to 2019, about 7 years ago. Kevin is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Columbia Management Investment Advisers, LLCSince June 2026Boston, MA · $502B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kevin’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
- 2 firmsLocked
- 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.