Dustin
Kanode

Columbia Management Investment Advisers, LLC

CRD#3258917
Investment Advisor
in Boston, MA

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About this Advisor

Dustin Kanode is a financial advisor operating in Boston, Massachusetts. Kanode works at Columbia Management Investment Advisers, LLC. The advisor has gained experience at Pimco Investments LLC, Pacific Investment Management Company LLC, Fef Distributors, LLC, First Eagle Investment Management, LLC, Columbia Management Investment Distributors, Inc, Jpmorgan Investment Management Inc and J.P. Morgan Institutional Investments Inc. Kanode maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California and Oregon. Columbia Management Investment Advisers, LLC is an advisory company headquartered in Boston, MA. It has offices in eight locations and a total of 1,010 people on staff. It administers $388 billion in assets under management across its 5,163 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 59 charities and foundations. Of its 5,163 client accounts, just 9% are held by high-net-worth individuals who have at least $1 million in assets. The business has 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. Financial management fees depend on which services the firm provides the client. Fees charged by Columbia Management Investment Advisers, LLC likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

less than 1 year

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

Dustin Kanode Work History

Dustin has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Columbia Management Investment Distributors, Inc

2020 - 2022 (2 years)

Fef Distributors, LLC

2020 - 2022 (2 years)

First Eagle Investment Management, LLC

2015 - 2020 (5 years)

Jpmorgan Investment Management Inc

2015 - 2020 (5 years)

J.P. Morgan Institutional Investments Inc

2011 - 2015 (4 years)

Pimco Investments LLC

2011 - 2015 (4 years)

Pacific Investment Management Company 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 Dustin Kanode 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

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