Daniel
O'Shea

Columbia Management Investment Advisers, LLC

CRD#5365597
Investment Advisor
in Boston, MA

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About this Advisor

Daniel O'Shea is a financial advisor who works out of Boston, Massachusetts, who has 8 years of industry experience. O'Shea is an employee of Columbia Management Investment Advisers, LLC. Over the course of their career, O'Shea has held roles at Lpl Financial, LLC, Independent Financial Partners and Columbia Management Investment Distibutors Inc. O'Shea holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut, Delaware, District Of Columbia, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Vermont, Virginia and West Virginia. Columbia Management Investment Advisers, LLC is a company based in Boston, MA. The investment advisory business has offices in eight locations and a total of 1,010 advisors. It handles $388 billion in total assets among its 5,163 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 59 charitable organizations. Of its 5,163 customer accounts, just 9% belong to high-net-worth investors who have greater than $1 million in investable assets. Columbia Management Investment Advisers, LLC performs a diverse set 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. Financial advisory fee schedules largely depend on which services are provided. Fee types billed by Columbia Management Investment Advisers, LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

Office Location

290 Congress Street
Boston, MA 02210

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

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

1,010

MA Average: 118
Total Number of Accounts

5,163

MA Average: 4,567
Average Account Size

$75,225,390

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

Daniel O'Shea Work History

Daniel has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Columbia Management Investment Distibutors Inc

2013 - 2015 (2 years)

Independent Financial Partners

2012 - 2015 (3 years)

Lpl Financial, 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 O'Shea 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

Matthew Belniak
Boston, MA
Michael Matarazzo
Boston, MA
Corey Millhouse
Boston, MA
Mason Horrigan
Boston, MA
Shane Calhoun
Boston, MA
Christopher Finch
Boston, MA
Madeline Hart
Boston, MA
Peter L'Italien
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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