Brendan
Rooney
Columbia Management Investment Advisers, LLC
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About this Advisor
Brendan Rooney is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Brendan has previously held positions at Columbia Management Investment Distributors, Inc, Custom Learning Designs, University Of Michigan (Ann Arbor), The Mason Jar, and Catholic Memorial School. Brendan has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Brendan 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
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$427,057,574,198
1,008
5,495
$77,717,484
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
Brendan Rooney Work History
Columbia Management Investment Distributors, Inc (
Custom Learning Designs
University Of Michigan (Ann Arbor)
Custom Learning Designs
University Of Michigan (Ann Arbor)
The Mason Jar
University Of Michigan (Ann Arbor)
The Mason Jar
University Of Michigan (Ann Arbor)
The Mason Jar
Catholic Memorial School
The Mason Jar
Catholic Memorial School
The Mason Jar
Catholic Memorial School
Disclosures
Please visit the SEC profile of Brendan Rooney 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
Birmingham, MI
Boston, MA
Denver, CO
Boston, MA
Carmel, IN
Boston, MA
Boston, MA
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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