Daniel
Milligan
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 13 years of relevant experience. Milligan is an advisor for Columbia Management Investment Advisers, LLC. Throughout their career, Milligan has worked at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments and Riversource Fund Distributors, Inc. Milligan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment business based in Boston, MA. The firm has offices in eight locations and a total of 1,010 people on staff. It handles $388 billion in assets among its 5,163 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 59 charitable organizations. Of its 5,163 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in investable assets. The company provides a number 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. Fees charged by financial advisors largely depend on the services offered. However, 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
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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
Daniel Milligan Work History
Daniel has been registered as a financial advisor for 13 years.*
Riversource Investments
Riversource Fund Distributors, Inc
Columbia Management Group
Columbia Management Advisors, LLC
*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 Daniel Milligan 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.
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