Columbia Management Investment Advisers, LLC
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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
Years of Experience
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Columbia Management Investment Advisers, LLC Brokerage Details
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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
Mary Dixon Work History
Mary has 10 years of experience.
Columbia Management Investment Distributors Inc
First Republic Investment Management, Inc
Wells Fargo Bank
Durham University Business School
Mary Dixon has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC