Columbia Management Investment Advisers, LLC
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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
Years of Experience
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Columbia Management Investment Advisers, LLC Brokerage Details
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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
Isaiah Nelsen Work History
Isaiah has 11 years of experience.
Columbia Management Investment Distributors, Inc
Axa Advisors, LLC
Saint Anselm College
North Andover Youth And Recreational Services
North Andover High School
Isaiah Nelsen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC