Columbia Management Investment Advisers, LLC
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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
Years of Experience
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Columbia Management Investment Advisers, LLC Brokerage Details
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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
Adam Shanahan Work History
Adam has 10 years of experience.
Columbia Management Distributors, Inc
Riversource Fund Distributors, Inc
Adam Shanahan has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC