Adam
Shanahan

Columbia Management Investment Advisers, LLC

CRD#5363982
Investment Advisor
in Boston, MA

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About this Advisor

Adam Shanahan is an advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor with Columbia Management Investment Advisers, LLC, they have accumulated 10 years of professional experience. Shanahan maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Shanahan is able to work with customers based out of Connecticut and Rhode Island. During their career, Shanahan has held roles at Columbia Management Distributors, Inc, Riversource Investments and Riversource Fund Distributors, Inc. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and operates out of nine offices in the nation. In total, Columbia Management Investment Advisers, LLC oversees $359 billion in assets throughout 4,312 client accounts and employs more than 994 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 4,269 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 66

Years of Experience

10 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

225 Franklin Street
Boston, MA 02110

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$359,353,104,490

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

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

MA 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

Adam Shanahan Work History

Adam has 10 years of experience.

2010 - Present (10 years)

Columbia Management Distributors, Inc

2010 - Present (10 years)

Riversource Investments

2010 - Present (10 years)

Riversource Fund Distributors, Inc

Disclosures

Adam Shanahan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Dhruv Toolsidas
Boston, MA
Christopher Helms
Boston, MA
Martin Courage
Boston, MA
Kyle Signor
Boston, MA
Nathaniel Thompson
Boston, MA
William Lamontagne
Boston, MA
Samantha Magnuson
Minneapolis, MN
Stephen Decherico
Boston, MA

This content was compiled from the SEC and FINRA.

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