Alicien
Demonte

Columbia Management Investment Advisers, LLC

CRD#5008493
Investment Advisor
in Boston, MA

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About this Advisor

Alicien Demonte is a financial advisor working out of Boston, Massachusetts who has 1 year of relevant experience. Demonte currently works for Columbia Management Investment Advisers, LLC. During their career, Demonte has held roles at Morgan Stanley Smith Barney, Virtus Investment Partners, Vp Distributors LLC, Columbia Management Investment Distributors, Inc and Columbia Management Investment Advisors. Demonte has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Connecticut and Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment company headquartered in Boston, MA. The company has offices in eight locations and a total of 1,010 people on staff. It oversees $388 billion in total assets among its 5,163 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 59 charities and foundations. Of its 5,163 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Columbia Management Investment Advisers, LLC offers a broad assortment of services, including 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. Financial advisory fees are based on which services are offered. Fee types billed by Columbia Management Investment Advisers, LLC may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Office Location

290 Congress Street
Boston, MA 02210

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

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

1,010

MA Average: 118
Total Number of Accounts

5,163

MA Average: 4,567
Average Account Size

$75,225,390

MA Average: $3,506,186

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

Alicien Demonte Work History

Alicien has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Columbia Management Investment Distributors, Inc

2022 - Present (2 years)

Columbia Management Investment Advisors

2014 - 2022 (8 years)

Virtus Investment Partners

2014 - 2022 (8 years)

Vp Distributors LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alicien Demonte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Columbia Management Investment Advisers, LLC

Matthew Belniak
Boston, MA
Michael Matarazzo
Boston, MA
Peter L'Italien
Boston, MA
Corey Millhouse
Boston, MA
Mason Horrigan
Boston, MA
Madeline Hart
Boston, MA
Christopher Finch
Boston, MA
Shane Calhoun
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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