Charles
Wisniewski

Columbia Management Investment Advisers, LLC

CRD#6560096
Investment Advisor
in Boston, MA

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About this Advisor

Charles Wisniewski is a financial advisor based in Boston, Massachusetts. Currently an advisor with Columbia Management Investment Advisers, LLC, they have accumulated 11 years of professional experience as a financial advisor. Wisniewski holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Wisniewski can serve clients in Massachusetts. Their career trajectory has included roles at Putnam Retail Management, Putnam Investments, Kellison And Company, Dover Development, Southern New Hampshire University, Irrigation Pro, Lake Erie Monsters, Columbia Management Investment Distributors, Inc and Columbia Management Investment Advisers, LLC. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and operates out of nine other locations across the country. In aggregate, Columbia Management Investment Advisers, LLC oversees $359 billion in assets covering 4,312 accounts and employs more than 994 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 4,269 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Columbia Management Investment Advisers, LLC offers 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 63, Series 65

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

$359,353,104,490

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

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

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

Charles Wisniewski Work History

Charles has 11 years of experience.

2019 - Present (1 year)

Columbia Management Investment Distributors, Inc

2019 - Present (1 year)

Columbia Management Investment Advisers, LLC

2015 - 2019 (4 years)

Putnam Retail Management

2014 - 2015 (1 year)

Putnam Investments

2014 - 2014 (< 1 year)

Kellison And Company

2013 - 2014 (1 year)

Dover Development

2012 - 2012 (< 1 year)

Lake Erie Monsters

2011 - 2011 (< 1 year)

Lake Erie Monsters

2010 - 2012 (2 years)

Irrigation Pro

2009 - 2013 (4 years)

Southern New Hampshire University

Disclosures

Charles Wisniewski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Andrew Stevenson
Summit, NJ
Adam Shanahan
Boston, MA
Mary Dixon
Boston, MA
Jeffrey Williams
Boston, MA
Nathaniel Thompson
Boston, MA
Richard Faria
Birmingham, MI
Anar Shah
Boston, MA
William Lamontagne
Boston, MA

This content was compiled from the SEC and FINRA.

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