Andrew
Stevenson
Columbia Management Investment Advisers, LLC
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About this Advisor
Andrew Stevenson is a financial advisor based in Summit, New Jersey with a total of 5 years of relevant experience. Stevenson currently works for Columbia Management Investment Advisers, LLC. The advisor has gained experience at Invesco Distributors, Inc and Columbia Management Investment Distributors, Inc. Stevenson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Columbia Management Investment Advisers, LLC is a financial advisory company based out of Boston, MA. It has offices in eight locations and a total of 1,010 financial advisors. It controls $388 billion in assets among its 5,163 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 59 charitable organizations. Of its 5,163 customer accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number 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 advisory services largely vary depending on the type of financial services. However, fee types billed by Columbia Management Investment Advisers, LLC may include 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 Stevenson Work History
Andrew has been registered as a financial advisor for 5 years.*
Columbia Management Investment Distributors, Inc
Invesco Distributors, Inc
*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 Stevenson 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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