Columbia Management Investment Advisers, LLC
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About this Advisor
Megan Reilly is a financial advisor whose office is in Boston, Massachusetts. Currently an investment advisor with Columbia Management Investment Advisers, LLC, they have accumulated 11 years of practice as a registered investment advisor. Reilly holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Reilly is registered to advise customers in Massachusetts. Throughout their career, they have worked at Columbia Management Investment Distributors Inc, Stearns And Hills Bistro, Boston Private Bank & Trust Co, Healthwarehouse.Com, Compton Family Ice Arena, Seven Seas Pancake And Breakfast House, Cracker Barrel Old Country Store, Paradise Pizza, University Of Notre Dame and Mt. Notre Dame High School. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and operates out of nine additional brick-and-mortar locations in the United States. In aggregate, Columbia Management Investment Advisers, LLC oversees $359 billion in assets across 4,312 client accounts and employs more than 994 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 4,269 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. 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 may charge clients 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
Megan Reilly Work History
Megan has 11 years of experience.
Columbia Management Investment Distributors Inc
Stearns And Hills Bistro
Boston Private Bank & Trust Co
Seven Seas Pancake And Breakfast House
Compton Family Ice Arena
University Of Notre Dame
Cracker Barrel Old Country Store
Mt. Notre Dame High School
Megan Reilly has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC