Christopher
Kerwin

Columbia Management Investment Advisers, LLC

CRD#5771214
Investment Advisor
in Fairfield, CT

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About this Advisor

Christopher Kerwin is a financial advisor working out of Fairfield, Connecticut, with 10 years of financial industry experience. Kerwin is an employee of Columbia Management Investment Advisers, LLC. Throughout their career, they have worked at Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner And Smith Inc, Lord Abbett & Co. LLC and Columbia Management Investment Distributors Inc. Kerwin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Columbia Management Investment Advisers, LLC is a registered investment firm that has its headquarters in Fairfield, Connecticut. It has offices in nine locations and a total of 1,030 employees. It handles $323 billion in assets across its 4,578 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 58 charities and foundations. Of its 4,578 client accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in investable assets. Columbia Management Investment Advisers, LLC performs a broad range 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Columbia Management Investment Advisers, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Yes

Office Location

Fairfield, CT

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

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

1,030

CT Average: 118
Total Number of Accounts

4,578

CT Average: 4,567
Average Account Size

$70,583,860

CT 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 Kerwin Work History

Christopher has 11 years of experience.

2017 - Present (3 years)

Columbia Management Investment Distributors Inc

2012 - Present (8 years)

Lord Abbett & Co. LLC

2011 - 2012 (1 year)

Merrill Lynch, Pierce, Fenner And Smith Inc

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

Disclosures

Christopher Kerwin has 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
Nicholas Moss
Brookfield, WI
Jeffrey Williams
Boston, MA
Isaiah Nelsen
Boston, MA
Megan Reilly
Boston, MA
Charles Wisniewski
Boston, MA
William Harrison
Madisonville, LA

This content was compiled from the SEC and FINRA.

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