Emma
Morrissey

Columbia Management Investment Advisers, LLC

CRD#6738795
Investment Advisor
in Boston, MA

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About this Advisor

Emma Morrissey is a financial advisor located in Boston, Massachusetts. Currently a registered advisor at Columbia Management Investment Advisers, LLC, Morrissey has 11 years of professional experience as an investment advisor. Morrissey holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Morrissey is registered to act as a financial advisor in Massachusetts. The advisor has gained experience at Eaton Vance Management, Eaton Vance Distributors, Inc, Fidelity Investments, St. Lawrence University, Behan Communications, Yankee Boating Center, New Way Lunch, Glens Falls High School, Columbia Management Investment Distributors and Columbia Management Investment Advisers, LLC. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and has nine other locations across the nation. Overall, Columbia Management Investment Advisers, LLC oversees $359 billion in assets across 4,312 client accounts and retains more than 994 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 4,269 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Columbia Management Investment Advisers, LLC provides 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. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

$359,353,104,490

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

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

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

Emma Morrissey Work History

Emma has 11 years of experience.

2018 - Present (2 years)

Columbia Management Investment Distributors

2018 - Present (2 years)

Columbia Management Investment Advisers, LLC

2017 - 2018 (1 year)

Eaton Vance Management

2017 - 2018 (1 year)

Eaton Vance Distributors, Inc

2016 - 2016 (< 1 year)

Fidelity Investments

2015 - 2015 (< 1 year)

Behan Communications

2013 - 2017 (4 years)

St. Lawrence University

2013 - 2017 (4 years)

St. Lawrence University

2010 - 2015 (5 years)

Yankee Boating Center

2010 - 2011 (1 year)

New Way Lunch

2009 - 2013 (4 years)

Glens Falls High School

Disclosures

Emma Morrissey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Chase Stratton
Boston, MA
Richard Faria
Birmingham, MI
Peter Oliphant
Seattle, WA
Mary Dixon
Boston, MA
Nathaniel Thompson
Boston, MA
Martin Courage
Boston, MA
Andrew Stevenson
Summit, NJ
Robert Carpenter
Boston, MA

This content was compiled from the SEC and FINRA.

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