Columbia Management Investment Advisers, LLC
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About this Advisor
David Spitz is a financial advisor working in Boston, Massachusetts, who has been in the industry for 10 years. Spitz is on the advisory team at Columbia Management Investment Advisers, LLC. Throughout their career, they have worked at New York Life Insurance Co, Nylife Securities LLC, Santander Securities LLC, Sovereign Bank and Columbia Management Investment Distributors Inc. Spitz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment business that has its headquarters in Boston, Massachusetts. The firm has offices in nine locations and a total of 1,030 financial advisors. It handles $323 billion in assets between its 4,578 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 4,578 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs 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 for financial management typically depend on which services are provided. Fees charged by Columbia Management Investment Advisers, LLC 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
David Spitz Work History
David has 11 years of experience.
Columbia Management Investment Distributors Inc
Santander Securities LLC
New York Life Insurance Co
Nylife Securities LLC
David Spitz has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC
Cherry Hill, NJ