Marc
Zeitoun

Columbia Management Investment Advisers, LLC

CRD#2639942
Investment Advisor
in Boston, MA

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About this Advisor

Marc Zeitoun is a chartered financial analyst who works out of Boston, Massachusetts, who has 10 years of work experience. Zeitoun is an employee of Columbia Management Investment Advisers, LLC. Over the course of their career, Zeitoun has held roles at Rydex Distributors, Inc, Emerging Global Advisors, Alps Distributors Inc and Columbia Management Investement Distributors Inc. Zeitoun maintains a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment company based in Boston, Massachusetts. It has offices in nine locations and a total of 1,030 financial advisors. It handles $323 billion in total assets between its 4,578 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 58 charitable organizations. Of its 4,578 client accounts, just 6% are held by high-net-worth clients who have greater than $1 million in investable assets. Columbia Management Investment Advisers, LLC provides a wide array 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 advisory services largely are based on the type of financial services offered. However, fees billed by Columbia Management Investment Advisers, LLC may include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

Marc Zeitoun Work History

Marc has 11 years of experience.

2016 - Present (4 years)

Columbia Management Investement Distributors Inc

2013 - Present (7 years)

Emerging Global Advisors

2013 - Present (7 years)

Alps Distributors Inc

2009 - 2012 (3 years)

Rydex Distributors, Inc

Disclosures

Marc Zeitoun has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Jay Mcandrew
Boston, MA
John Babnik
Glencoe, IL
Nicholas Salatino
Austin, TX
Marc Zeitoun
Boston, MA
Peter L'Italien
Boston, MA
Isaiah Nelsen
Boston, MA
Colby Ryan Hart
Dallas, TX
Sheena Payne
Boston, MA

This content was compiled from the SEC and FINRA.

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