Columbia Management Investment Advisers, LLC
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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
Years of Experience
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Columbia Management Investment Advisers, LLC Brokerage Details
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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
Daniel Milligan Work History
Daniel has 12 years of experience.
Riversource Fund Distributors, Inc
Columbia Management Group
Columbia Management Advisors, LLC
Daniel Milligan has no disclosures.
Please visit their SEC profile for more details.