Mary
Dixon

Columbia Management Investment Advisers, LLC

CRD#6595176
Investment Advisor
in Boston, MA

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About this Advisor

Mary Dixon is an advisor who is based in Boston, Massachusetts. Currently a registered financial advisor with Columbia Management Investment Advisers, LLC, they have accumulated 10 years of work experience as a financial advisor. Dixon maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Dixon is registered to advise investors in Massachusetts. During their career, the advisor has held roles at First Republic Investment Management, Inc, Wells Fargo Bank, Durham University Business School, Stonehill College and Columbia Management Investment Distributors Inc. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and has nine additional brick-and-mortar locations throughout the United States. In aggregate, Columbia Management Investment Advisers, LLC manages $359 billion in assets dispersed across 4,312 accounts and retains more than 994 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 4,269 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Columbia Management Investment Advisers, LLC offers 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 firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Mary Dixon Work History

Mary has 10 years of experience.

2017 - Present (3 years)

Columbia Management Investment Distributors Inc

2015 - 2017 (2 years)

First Republic Investment Management, Inc

2015 - 2015 (< 1 year)

Wells Fargo Bank

2014 - 2015 (1 year)

Durham University Business School

2010 - 2014 (4 years)

Stonehill College

Disclosures

Mary Dixon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Brian Coey
Boston, MA
Robert Moody
Boston, MA
Bradley Blanton
Boston, MA
Samantha Magnuson
Minneapolis, MN
Stephen Decherico
Boston, MA
Jay Mcandrew
Boston, MA
Martin Courage
Boston, MA
Nathaniel Thompson
Boston, MA

This content was compiled from the SEC and FINRA.

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