Andrew
Stevenson

Columbia Management Investment Advisers, LLC

CRD#4584598
Investment Advisor
in Boston, MA
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About this Advisor

Andrew Stevenson is an advisor in Boston, Massachusetts. Currently an investment advisor at Columbia Management Investment Advisers, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Stevenson maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Stevenson can advise investors based out of New Jersey. During their career, Stevenson has held roles at Morgan Stanley & Co., Inc, Invesco Distributors, Inc and Columbia Management Investment Distributors, Inc. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and operates out of nine offices across the country. In aggregate, Columbia Management Investment Advisers, LLC manages $364 billion in assets dispersed across 4,476 client accounts and retains more than 1,106 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 4,386 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 4,476 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Columbia Management Investment Advisers, LLC can provide 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's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

$363,742,258,715

MA Average: $16,012,751,954
Total Number of Employees

1,106

MA Average: 118
Total Number of Accounts

4,476

MA Average: 4,567
Average Account Size

$81,265,027

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

Andrew Stevenson Work History

Andrew has 11 years of experience.

2018 - Present (1 years)

Columbia Management Investment Distributors, Inc

2010 - 2018 (8 years)

Invesco Distributors, Inc

2007 - 2010 (3 years)

Morgan Stanley & Co., Inc

Disclosures

Andrew Stevenson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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