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Financial ADVSR advisor directory · SEC adviser records

Columbia Management Investment Advisers, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Columbia Management Investment Advisers, LLC office in Massachusetts, by city and A to Z.

The short answer

156 registered advisors work at Columbia Management Investment Advisers, LLC in Massachusetts, out of 186 nationwide; it's the firm's number 1 state by advisors, and the most are in Boston (134). 2 list the CFP designation and 154 are also registered broker representatives.

Columbia Management Investment Advisers, LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 134South Boston 6East Boston 3Ashland 1Brighton 1Brockton 1Dorchester 1Malden 1Medford 1Needham 1Quincy 1Reading 1

Columbia Management Investment Advisers, LLC advisors in Massachusetts, A to Z

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Columbia Management Investment Advisers, LLC advisors in every state →Columbia Management Investment Advisers, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Columbia Management Investment Advisers, LLC in other states

New Jersey 3New York 3Ohio 3Texas 3

Questions

How many Columbia Management Investment Advisers, LLC financial advisors are in Massachusetts?

156 investment adviser representatives are registered at Columbia Management Investment Advisers, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 186 at the firm nationwide. 2 list the CFP designation and 154 are also registered as broker representatives.

Where in Massachusetts does Columbia Management Investment Advisers, LLC have the most advisors?

Boston, with 134, then South Boston (6). Columbia Management Investment Advisers, LLC has advisors in 12 cities in Massachusetts.

How do I check a Columbia Management Investment Advisers, LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Columbia Management Investment Advisers, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.