Nathaniel
Thompson

Columbia Management Investment Advisers, LLC

CRD#6450696
Investment Advisor
in Boston, MA

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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

Series 66

Years of Experience

10 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

Nathaniel Thompson Work History

Nathaniel has 10 years of experience.

2017 - Present (3 years)

Columbia Management Investment Distributors Inc

2015 - 2017 (2 years)

Valic Financial Advisors

2010 - 2013 (3 years)

Medfield Commons

Disclosures

Nathaniel Thompson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Kimberly Hayes
Boston, MA
Jeffrey Williams
Boston, MA
Richard Faria
Birmingham, MI
Mary Dixon
Boston, MA
Nathaniel Thompson
Boston, MA
Peter Oliphant
Seattle, WA
Chase Stratton
Boston, MA
Anar Shah
Boston, MA

This content was compiled from the SEC and FINRA.

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