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 who works out of Fairfield, Connecticut with a total of 6 years of industry experience. Kerwin is an advisor for Columbia Management Investment Advisers, LLC. During their career, the advisor has held roles at Lord Abbett & Co. LLC and Columbia Management Investment Distributors Inc. Kerwin has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and New York. Columbia Management Investment Advisers, LLC is a company that has its headquarters in Boston, MA. The firm has offices in eight locations and a total of 1,010 employees. It handles $388 billion in assets under management across its 5,163 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 59 charities and foundations. Of its 5,163 accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number 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 largely are based on which services the firm provides the client. Fees charged by Columbia Management Investment Advisers, LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

Fairfield, CT

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

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

1,010

CT Average: 118
Total Number of Accounts

5,163

CT Average: 4,567
Average Account Size

$75,225,390

CT 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

Christopher Kerwin Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Columbia Management Investment Distributors Inc

2012 - Present (12 years)

Lord Abbett & Co. LLC

*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 Christopher Kerwin 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

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