Kevin
Kruszewski
Columbia Management Investment Advisers, LLC
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About this Advisor
Kevin Kruszewski is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Kevin has previously held positions at Mcadam LLC, Global Atlantic Financial Group, Hopmeadow Country Club, Hobart And William Smith Colleges, Simsbury High School, Columbia Management Investment Distributors, Inc, and Columbia Management Investment Advisors. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Kevin 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
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$427,057,574,198
1,008
5,495
$77,717,484
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
Kevin Kruszewski Work History
Columbia Management Investment Distributors, Inc
Columbia Management Investment Advisors
Mcadam LLC
Global Atlantic Financial Group
Hobart And William Smith Colleges
Hopmeadow Country Club
Simsbury High School
Disclosures
Please visit the SEC profile of Kevin Kruszewski 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
Boston, MA
Carmel, IN
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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.
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