Matthew
Belniak
Columbia Management Investment Advisers, LLC
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About this Advisor
Matthew Belniak is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Matthew has previously held positions at Calamos Financial Services LLC, Bmo Asset Management Corp, Foreside Financial Group, LLC, and Columbia Management Investment Distributors, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Matthew is part of Columbia Management Investment Advisers, LLC, which operates out of Boston, Massachusetts. The firm has 9 offices and 1,008 employees. The firm manages assets totaling $427.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$427,057,574,198
1,008
5,495
$77,717,484
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
Matthew Belniak Work History
Columbia Management Investment Distributors, Inc
Foreside Financial Group, LLC
Bmo Asset Management Corp
Calamos Financial Services LLC
Disclosures
Please visit the SEC profile of Matthew Belniak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Columbia Management Investment Advisers, LLC
Omaha, NE
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Denver, CO
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