Megan
Reilly

Columbia Management Investment Advisers, LLC

CRD#6854593
Investment Advisor
in Boston, MA

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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

Series 63, Series 65

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

$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

Megan Reilly Work History

Megan has 11 years of experience.

2017 - Present (3 years)

Columbia Management Investment Distributors Inc

2017 - Present (3 years)

Stearns And Hills Bistro

2016 - 2016 (< 1 year)

Boston Private Bank & Trust Co

2016 - 2016 (< 1 year)

Healthwarehouse.Com

2015 - 2015 (< 1 year)

Seven Seas Pancake And Breakfast House

2015 - 2015 (< 1 year)

Paradise Pizza

2014 - 2015 (1 year)

Compton Family Ice Arena

2013 - 2017 (4 years)

University Of Notre Dame

2012 - 2014 (2 years)

Cracker Barrel Old Country Store

2009 - 2013 (4 years)

Mt. Notre Dame High School

Disclosures

Megan Reilly has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Chase Stratton
Boston, MA
Richard Faria
Birmingham, MI
Peter Oliphant
Seattle, WA
Mary Dixon
Boston, MA
Nathaniel Thompson
Boston, MA
Martin Courage
Boston, MA
Andrew Stevenson
Summit, NJ
Robert Carpenter
Boston, MA

This content was compiled from the SEC and FINRA.

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