Kelli
Beauregard

Columbia Management Investment Advisers, LLC

CRD#4992422
Investment Advisor
in Boston, MA

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About this Advisor

Kelli Beauregard is a financial advisor who is based out of Boston, Massachusetts. Currently an advisor with Columbia Management Investment Advisers, LLC, Beauregard has 10 years of professional experience in the financial advisory industry. Beauregard holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Beauregard is registered to serve clients in Alaska, California, Colorado, Hawaii, Idaho, Montana, Nevada, North Dakota, Oregon, South Dakota, Utah and Washington. Throughout their career, Beauregard has worked at Kforce Inc and Columbia Management Investment Distributors, Inc. Columbia Management Investment Advisers, LLC is based out of Boston, Massachusetts, and has nine offices in the United States. Overall, Columbia Management Investment Advisers, LLC oversees $323 billion in assets covering 4,578 accounts and employs more than 1,030 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 4,501 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Columbia Management Investment Advisers, LLC offers 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 63, Series 65

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

Yes

Office Location

225 Franklin Street
Boston, MA 02110

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

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

1,030

MA Average: 118
Total Number of Accounts

4,578

MA Average: 4,567
Average Account Size

$70,583,860

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

Kelli Beauregard Work History

Kelli has 11 years of experience.

2011 - Present (9 years)

Columbia Management Investment Distributors, Inc

2009 - 2010 (1 year)

Kforce Inc

Disclosures

Kelli Beauregard has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

John Babnik
Glencoe, IL
Jay Mcandrew
Boston, MA
Ryan Mccarthy
Boston, MA
Emma Morrissey
Boston, MA
Marc Zeitoun
Boston, MA
Isaiah Nelsen
Boston, MA
Jeffrey Williams
Boston, MA
Thomas Jones
Boston, MA

This content was compiled from the SEC and FINRA.

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