Kyle
Toulouse

Columbia Management Investment Advisers, LLC

CRD#6298267
Investment Advisor
in Boston, MA

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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

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

$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

Kyle Toulouse Work History

Kyle has 11 years of experience.

2015 - Present (5 years)

Columbia Management Investment Distributors Inc

2014 - 2015 (1 year)

Putnam Inv./Putnam Retail Management

2013 - 2014 (1 year)

Law And Murphey

2011 - 2013 (2 years)

Eastside Discount Liquor

2011 - 2013 (2 years)

Worcester Area Umpire Association

2009 - 2013 (4 years)

College Of The Holy Cross

Disclosures

Kyle Toulouse has no 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
Nicholas Moss
Brookfield, WI
Jeffrey Williams
Boston, MA
Isaiah Nelsen
Boston, MA
Megan Reilly
Boston, MA
Charles Wisniewski
Boston, MA
William Harrison
Madisonville, LA

This content was compiled from the SEC and FINRA.

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