Christopher
Finch

Columbia Management Investment Advisers, LLC

CRD#2698998
Investment Advisor
in Carlsbad, CA

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About this Advisor

Christopher Finch is an investment advisor in Carlsbad, California. Currently a registered advisor at Columbia Management Investment Advisers, LLC, they have gathered 17 years of practice in the financial advisory industry. Finch maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Finch is able to act as a financial advisor in Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington and Wisconsin. Their career trajectory has included roles at John Hancock Funds, John Hancock Advisers, LLC, Sovereign Asset Mgmt Corp, John Hancock Distributors LLC, Nationwide Investment Services Corp and Columbia Management Investment Distributors Inc. Columbia Management Investment Advisers, LLC is headquartered in Carlsbad, California, and operates out of nine offices across the nation. In aggregate, Columbia Management Investment Advisers, LLC manages $323 billion in assets dispersed across 4,578 accounts and retains more than 1,030 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 4,501 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Columbia Management Investment Advisers, LLC provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

Carlsbad, CA

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

CA Average: $16,012,751,954
Total Number of Employees

1,030

CA Average: 118
Total Number of Accounts

4,578

CA Average: 4,567
Average Account Size

$70,583,860

CA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Christopher Finch Work History

Christopher has 18 years of experience.

2015 - Present (5 years)

Columbia Management Investment Distributors Inc

2013 - 2015 (2 years)

Nationwide Investment Services Corp

2011 - 2013 (2 years)

John Hancock Distributors LLC

2002 - 2013 (11 years)

John Hancock Funds

2002 - 2010 (8 years)

John Hancock Advisers, LLC

2002 - 2013 (11 years)

Sovereign Asset Mgmt Corp

Disclosures

Christopher Finch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

John Babnik
Glencoe, IL
Jay Mcandrew
Boston, MA
Bradford Cadigan
Boston, MA
Charles Wisniewski
Boston, MA
Shandrea Tanglao
Boston, MA
Marc Zeitoun
Boston, MA
Robert Moody
Boston, MA
Daniel O'Shea
Boston, MA

This content was compiled from the SEC and FINRA.

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