Columbia Management Investment Advisers, LLC
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About this Advisor
Daniel Milligan is a financial advisor in Boston, Massachusetts. Currently a registered investment advisor with Columbia Management Investment Advisers, LLC, Milligan has 13 years of professional experience in the financial advisory industry. Milligan maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Milligan is registered to work with investors based out of Massachusetts. Their career trajectory has included roles at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments and Riversource Fund Distributors, Inc. Columbia Management Investment Advisers, LLC is based out of Boston, Massachusetts, and has nine additional offices throughout the United States. Overall, Columbia Management Investment Advisers, LLC oversees $323 billion in assets dispersed across 4,578 client accounts and employs more than 1,030 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 4,501 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Columbia Management Investment Advisers, LLC can offer 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
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 14 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.
Financial Advisors at Columbia Management Investment Advisers, LLC