Anar
Shah

Columbia Management Investment Advisers, LLC

CRD#2991422
Investment Advisor
in Boston, MA

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About this Advisor

Anar Shah is a financial advisor who works in Boston, Massachusetts, with a total of 10 years of professional experience. Shah is an employee of Columbia Management Investment Advisers, LLC. Their career trajectory has included roles at Citigroup, Prescott Advisors, LLC and Columbia Management Investment Distributors, Inc. Shah has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in Texas. Columbia Management Investment Advisers, LLC is a registered investment company based in Boston, Massachusetts. The investment advisory business has offices in nine locations and a total of 994 employees. It oversees $359 billion in total assets across its 4,312 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 49 charities and foundations. Of its 4,312 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The business offers a diverse 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. Financial management fee schedules usually are based on the financial services offered. Fee types charged by Columbia Management Investment Advisers, LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, 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

Anar Shah Work History

Anar has 10 years of experience.

2020 - Present (0 year)

Columbia Management Investment Distributors, Inc

2017 - 2019 (2 years)

Prescott Advisors, LLC

2010 - 2017 (7 years)

Citigroup

Disclosures

Anar Shah has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Mary Dixon
Boston, MA
Christopher Helms
Boston, MA
Dhruv Toolsidas
Boston, MA
Nathaniel Thompson
Boston, MA
Bradley Blanton
Boston, MA
Christopher Lo
Boston, MA
Anar Shah
Boston, MA
Samuel Steele
Boston, MA

This content was compiled from the SEC and FINRA.

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