Daniel
Milligan

Columbia Management Investment Advisers, LLC

CRD#5211761
Investment Advisor
in Boston, MA
Are you Daniel Milligan? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Milligan is a chartered financial analyst who works out of Boston, Massachusetts, with 12 years of professional experience. Milligan currently works for Columbia Management Investment Advisers, LLC. Throughout their career, they have worked at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Fund Distributors, Inc and Riversource Investments. Milligan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Columbia Management Investment Advisers, LLC is a financial advisory business operating in Boston, Massachusetts. The company has offices in nine locations and a total of 1,106 financial advisors. It oversees $364 billion in assets across its 4,476 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 13 charities and foundations. The firm provides a broad assortment of services, including 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 fees typically depend on which services the firm provides the client. Fee types billed by Columbia Management Investment Advisers, LLC can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

12 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

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

Total Assets Under Management

$323,132,908,841

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

1,030

MA Average: 118
Total Number of Accounts

4,578

MA Average: 4,567
Average Account Size

$70,583,860

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Daniel Milligan Work History

Daniel has 12 years of experience.

2010 - Present (9 years)

Riversource Fund Distributors, Inc

2010 - Present (9 years)

Riversource Investments

2006 - Present (13 years)

Columbia Management Group

2006 - Present (13 years)

Columbia Management Advisors, LLC

Disclosures

Daniel Milligan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started