Columbia Management Investment Advisers, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kyle Toulouse is a financial advisor who works in Boston, Massachusetts, who has 10 years of experience as a financial advisor. Toulouse is an employee of Columbia Management Investment Advisers, LLC. During their career, the advisor has held roles at Putnam Inv./Putnam Retail Management, Eastside Discount Liquor, Worcester Area Umpire Association, College Of The Holy Cross, Law And Murphey and Columbia Management Investment Distributors Inc. Toulouse maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment company operating in Boston, Massachusetts. It has offices in nine locations and a total of 1,030 employees. It administers $323 billion in assets under management across its 4,578 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 58 charitable organizations. Of its 4,578 accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, including 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. Fees charged by financial advisors largely vary depending on which services are provided. Fee types charged by Columbia Management Investment Advisers, LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Kyle Toulouse Work History
Kyle has 11 years of experience.
Columbia Management Investment Distributors Inc
Putnam Inv./Putnam Retail Management
Law And Murphey
Eastside Discount Liquor
Worcester Area Umpire Association
College Of The Holy Cross
Kyle Toulouse has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC