Gabriella
Forte

Columbia Management Investment Advisers, LLC

CRD#7548124
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gabriella Forte is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Gabriella has previously held positions at Columbia Management Investment Distributors, Inc, The Vanguard Group, Villanova University, Rosie's Coffee at Villanova Station, Thirsty Moose Taphouse, Bedford High School, Marshfield High School, Marshfield Public School System, and Manchester Country Club. Gabriella has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Gabriella is part of Columbia Management Investment Advisers, LLC, which operates out of Boston, Massachusetts. The firm has 9 offices and 1,008 employees. The firm manages assets totaling $427.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$427,057,574,198

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

1,008

MA Average: 118
Total Number of Accounts

5,495

MA Average: 4,567
Average Account Size

$77,717,484

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

Gabriella Forte Work History

2023 - Present (1 year)

Columbia Management Investment Distributors, Inc

2022 - 2022 (< 1 year)

The Vanguard Group

2021 - 2023 (2 years)

Rosie'S Coffee At Villanova Station

2020 - 2021 (1 year)

Thirsty Moose Taphouse

2019 - 2023 (4 years)

Villanova University

2019 - 2019 (< 1 year)

Manchester Country Club

2017 - 2019 (2 years)

Bedford High School

2015 - 2017 (2 years)

Marshfield High School

2006 - 2015 (9 years)

Marshfield Public School System

Disclosures

Please visit the SEC profile of Gabriella Forte 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

Brendan Rooney
Boston, MA
David Spitz
Boston, MA
Timothy Call
Boston, MA
Richard Faria
Birmingham, MI
Keith Langan
Carmel, IN
Conor Ruckert
Boston, MA
Benjamin Kemp
Boston, MA
David Pullman
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started