Charles
Wisniewski
Columbia Management Investment Advisers, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Charles Wisniewski is a financial advisor based in Boston, Massachusetts with 4 years of industry experience. Wisniewski is currently employed by Columbia Management Investment Advisers, LLC. The advisor has gained experience at Putnam Retail Management, Putnam Investments, Kellison And Company, Dover Development, Southern New Hampshire University, Columbia Management Investment Distributors, Inc and Columbia Management Investment Advisers, LLC. Wisniewski holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment firm operating out of Boston, MA. The company has offices in eight locations and a total of 1,010 people on staff. It handles $388 billion in assets under management among its 5,163 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 59 charities and foundations. Of its 5,163 customer accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a broad set 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. A financial advisor's fee schedules usually vary depending on the financial services provided. Fees charged by Columbia Management Investment Advisers, LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Charles Wisniewski Work History
Charles has been registered as a financial advisor for 4 years.*
Columbia Management Investment Distributors, Inc
Columbia Management Investment Advisers, LLC
Putnam Retail Management
Putnam Investments
Kellison And Company
Dover Development
Southern New Hampshire University
*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 Charles Wisniewski 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
