Isaiah
Nelsen

Columbia Management Investment Advisers, LLC

CRD#6658374
Investment Advisor
in Boston, MA

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About this Advisor

Isaiah Nelsen is an investment advisor based in Boston, Massachusetts. Currently an advisor at Columbia Management Investment Advisers, LLC, Nelsen has 11 years of practice in the financial advisory industry. Nelsen maintains Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Nelsen can act as a financial advisor in Massachusetts. During their career, Nelsen has held roles at North Andover Youth And Recreational Services, Michael Petruska, Babson College, Saint Anselm College, North Andover High School, Axa Advisors, LLC and Columbia Management Investment Distributors, Inc. Columbia Management Investment Advisers, LLC is based out of Boston, Massachusetts, and has nine other locations in the United States. In aggregate, Columbia Management Investment Advisers, LLC manages $359 billion in assets covering 4,312 client accounts and retains more than 994 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 4,269 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the investment 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's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

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

Isaiah Nelsen Work History

Isaiah has 11 years of experience.

2018 - Present (2 years)

Columbia Management Investment Distributors, Inc

2017 - 2018 (1 year)

Axa Advisors, LLC

2016 - 2016 (< 1 year)

Michael Petruska

2016 - 2016 (< 1 year)

Babson College

2015 - 2017 (2 years)

Babson College

2013 - 2015 (2 years)

Saint Anselm College

2011 - 2015 (4 years)

North Andover Youth And Recreational Services

2009 - 2013 (4 years)

North Andover High School

Disclosures

Isaiah Nelsen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Andrew Stevenson
Summit, NJ
Adam Shanahan
Boston, MA
Mary Dixon
Boston, MA
Jeffrey Williams
Boston, MA
Nathaniel Thompson
Boston, MA
Richard Faria
Birmingham, MI
Anar Shah
Boston, MA
William Lamontagne
Boston, MA

This content was compiled from the SEC and FINRA.

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