Columbia Management Investment Advisers, LLC
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About this Advisor
Nathaniel Thompson is a financial advisor in Boston, Massachusetts. Currently a registered advisor at Columbia Management Investment Advisers, LLC, they have gathered 10 years of work experience in the financial advisory industry. Thompson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Thompson is able to act as an advisor in Massachusetts. During their career, Thompson has held roles at Valic Financial Advisors, Medfield Commons and Columbia Management Investment Distributors Inc. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and has nine offices throughout the nation. In aggregate, Columbia Management Investment Advisers, LLC manages $359 billion in assets throughout 4,312 accounts and retains more than 994 people. The amount of assets the firm manages makes it one of the largest investment 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 firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Columbia Management Investment Advisers, LLC can offer 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
Nathaniel Thompson Work History
Nathaniel has 10 years of experience.
Columbia Management Investment Distributors Inc
Valic Financial Advisors
Nathaniel Thompson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC