Robert
Stark

Columbia Management Investment Advisers, LLC

CRD#4442418
Investment Advisor
in Tampa, FL

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About this Advisor

Robert Stark is a financial advisor based in Tampa, Florida, working with Columbia Management Investment Advisers, LLC. Robert has previously held positions at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments, and Riversource Fund Distributors, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of Columbia Management Investment Advisers, LLC, which operates out of Tampa, Florida. The firm has 9 offices and 1,008 employees. The firm manages assets totaling $427.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

1207 N Franklin St Ste 211
Tampa, FL 33602

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$427,057,574,198

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

1,008

FL Average: 118
Total Number of Accounts

5,495

FL Average: 4,567
Average Account Size

$77,717,484

FL 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

Robert Stark Work History

2010 - Present (14 years)

Riversource Investments

2010 - Present (14 years)

Riversource Fund Distributors, Inc

2005 - Present (19 years)

Columbia Management Group

2005 - Present (19 years)

Columbia Management Advisors, LLC

Disclosures

Please visit the SEC profile of Robert Stark 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

Jacob Williams
Boston, MA
Benjamin Kemp
Boston, MA
Chase Stratton
Boston, MA
Richard Faria
Birmingham, MI
Alicien Demonte
Boston, MA
David Spitz
Boston, MA
Anthony Johnson
Boston, MA
Brendan Rooney
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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