David
Spitz

Columbia Management Investment Advisers, LLC

CRD#5640825
Investment Advisor
in Boston, MA

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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

Series 63, Series 65

Years of Experience

11 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

Disclosures

No

Office Location

225 Franklin Street
Boston, MA 02110

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

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

1,030

MA Average: 118
Total Number of Accounts

4,578

MA Average: 4,567
Average Account Size

$70,583,860

MA Average: $3,506,186

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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
  • Other

David Spitz Work History

David has 11 years of experience.

2014 - Present (6 years)

Columbia Management Investment Distributors Inc

2012 - 2014 (2 years)

Santander Securities LLC

2012 - 2013 (1 year)

Sovereign Bank

2009 - 2012 (3 years)

New York Life Insurance Co

2009 - 2012 (3 years)

Nylife Securities LLC

Disclosures

David Spitz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Jay Mcandrew
Boston, MA
John Babnik
Glencoe, IL
Kyle Toulouse
Boston, MA
Patrick Nevins
Boston, MA
Marc Zeitoun
Boston, MA
Emma Morrissey
Boston, MA
Charles Wisniewski
Boston, MA
David Kleiman
Cherry Hill, NJ

This content was compiled from the SEC and FINRA.

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