Columbia Management Investment Advisers, LLC
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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
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
Anar Shah Work History
Anar has 10 years of experience.
Columbia Management Investment Distributors, Inc
Prescott Advisors, LLC
Anar Shah has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC