Andrew
Smith
Columbia Management Investment Advisers, LLC
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About this Advisor
Andrew Smith is a financial advisor operating in Boston, Massachusetts with a total of 2 years of relevant experience. Smith is currently employed by Columbia Management Investment Advisers, LLC. During their career, Smith has held roles at Canoe Restaraunt, Pizza Bella, Granite Industrial Trucks, Inc, Durham House Of Pizza, Prospera Financial Services, Inc, Fidelity Brokerage Services, LLC, Bedford High School, University Of New Hampshire, Univeristy Of New Hampshire and Columbia Management Investment Distributors, Inc. Smith has Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment company that has its headquarters in Boston, MA. The company has offices in eight locations and a total of 1,010 advisors. It oversees $388 billion in assets under management across its 5,163 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 59 charities and foundations. Of its 5,163 accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets. Columbia Management Investment Advisers, LLC provides a broad array of services, such as 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. Fees for financial advice usually depend on which services the firm provides the client. However, fees billed by Columbia Management Investment Advisers, LLC most likely consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$388,388,690,314
1,010
5,163
$75,225,390
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
Andrew Smith Work History
Andrew has been registered as a financial advisor for 2 years.*
Columbia Management Investment Distributors, Inc
Fidelity Brokerage Services, LLC
Fidelity Brokerage Services, LLC
University Of New Hampshire
Durham House Of Pizza
Prospera Financial Services, Inc
Univeristy Of New Hampshire
Granite Industrial Trucks, Inc
University Of New Hampshire
University Of New Hampshire
Pizza Bella
Canoe Restaraunt
Bedford High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Smith 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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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