Austin
Panzera

Columbia Management Investment Advisers, LLC

CRD#6679989
Investment Advisor
in Boston, MA

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About this Advisor

Austin Panzera is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Austin has previously held positions at The Vanguard Group, Inc, Northwest Swim Club, Corporate One Federal Credit Union, J.C. Penney, The University Of Alabama, Pieology Pizzeria, and Columbia Management Investment Distributors, Inc. Austin has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Austin is part of Columbia Management Investment Advisers, LLC, which operates out of Boston, Massachusetts. The firm has 9 offices and 1,008 employees. The firm manages assets totaling $427.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

Office Location

290 Congress Street
Boston, MA 02210

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$427,057,574,198

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

1,008

MA Average: 118
Total Number of Accounts

5,495

MA Average: 4,567
Average Account Size

$77,717,484

MA Average: $3,506,186

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

Austin Panzera Work History

2020 - Present (4 years)

Columbia Management Investment Distributors, Inc

2016 - 2020 (4 years)

The Vanguard Group, Inc

2016 - 2016 (< 1 year)

Pieology Pizzeria

2015 - 2015 (< 1 year)

J.C. Penney

2014 - 2014 (< 1 year)

Corporate One Federal Credit Union

2012 - 2016 (4 years)

The University Of Alabama

2009 - 2014 (5 years)

Northwest Swim Club

Disclosures

Please visit the SEC profile of Austin Panzera 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

David Pezzella
Omaha, NE
Keith Langan
Carmel, IN
David Pullman
Denver, CO
William Lamontagne
Boston, MA
Benjamin Kemp
Boston, MA
Tachera Roberts
Boston, MA
Anthony Johnson
Boston, MA
Brendan Rooney
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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