Conor
Ruckert

Columbia Management Investment Advisers, LLC

CRD#7690041
Investment Advisor
in Boston, MA

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About this Advisor

Conor Ruckert is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Conor has previously held positions at Columbia Management Investment Distributors, Inc, Hoffmans Marina, Popovitch Builders, Springlake Taphouse, Evolution Brewery, C&A Financial, Brickroom, Whiskey Lounge, Salisbury University, and Columbia Management Investment Advisers, LLC. Conor has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Conor 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 66

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

Conor Ruckert Work History

2023 - Present (1 year)

Columbia Management Investment Distributors, Inc

2023 - Present (1 year)

Columbia Management Investment Advisers, LLC

2022 - 2022 (< 1 year)

Brickroom

2022 - 2022 (< 1 year)

Whiskey Lounge

2021 - 2021 (< 1 year)

Springlake Taphouse

2021 - 2021 (< 1 year)

C&A Financial

2021 - 2021 (< 1 year)

Salisbury University

2021 - 2022 (1 year)

Salisbury University

2020 - 2020 (< 1 year)

Evolution Brewery

2018 - 2021 (3 years)

Popovitch Builders

2014 - 2018 (4 years)

Hoffmans Marina

Disclosures

Please visit the SEC profile of Conor Ruckert 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

Richard Faria
Birmingham, MI
William Lamontagne
Boston, MA
Timothy Call
Boston, MA
Michael Tempesta
Boston, MA
Conor Ruckert
Boston, MA
Brendan Rooney
Boston, MA
Benjamin Kemp
Boston, MA
Alicien Demonte
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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