Dylan
Houllahan
Columbia Management Investment Advisers, LLC
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About this Advisor
Dylan Houllahan is a financial advisor who works out of Boston, Massachusetts with 2 years of industry experience. Houllahan is on the advisory team at Columbia Management Investment Advisers, LLC. During their career, the advisor has held roles at National Securities Corporation, University Of Massachusetts, Showcase Cinemas, Market Basket, Amory Seafood LTD, Dion'S Wine, Winchester High School, Citizens Securities, Inc, Citizens Bank, High Horse Brewing, Mccall Middle School, John Hancock, John Hancock Distributors LLC and Columbia Management Investment Distributors, Inc. Houllahan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Columbia Management Investment Advisers, LLC is an advisory business operating out of Boston, MA. The company has offices in eight locations and a total of 1,010 people on staff. It has $388 billion in assets under management between its 5,163 customer accounts, making it one of the largest investment advisory 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 assets. Columbia Management Investment Advisers, LLC performs a number 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. A financial advisor's fees typically depend on the type of financial services offered. Fee types billed by Columbia Management Investment Advisers, LLC can 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
Dylan Houllahan Work History
Dylan has been registered as a financial advisor for 2 years.*
Columbia Management Investment Distributors, Inc
John Hancock
John Hancock Distributors LLC
Citizens Securities, Inc
Citizens Bank
High Horse Brewing
National Securities Corporation
Dion'S Wine
University Of Massachusetts
Amory Seafood LTD
Showcase Cinemas
Market Basket
Winchester High School
Mccall Middle School
*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 Dylan Houllahan 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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