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 out of Boston, Massachusetts, who has 11 years in the industry. Toulouse works at Columbia Management Investment Advisers, LLC. The advisor has gained experience 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 holds Series 65 and Series 63 licenses, which qualify 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 business headquartered in Boston, Massachusetts. The firm has offices in nine locations and a total of 994 advisors. It handles $359 billion in assets under management between its 4,312 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 49 charities and foundations. Of its 4,312 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. Columbia Management Investment Advisers, LLC has a diverse assortment of services, such as 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 for financial management largely vary depending on which services are offered. However, fees charged by Columbia Management Investment Advisers, LLC most likely are comprised of 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

$359,353,104,490

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

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

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 (6 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

Martin Courage
Boston, MA
Nathaniel Thompson
Boston, MA
Peter Oliphant
Seattle, WA
William Lamontagne
Boston, MA
Nicholas Salatino
Austin, TX
Kyle Signor
Boston, MA
Mary Dixon
Boston, MA
Lauren Crehan
Boston, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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