Peter
L'Italien

Columbia Management Investment Advisers, LLC

CRD#5653623
Investment Advisor
in Boston, MA

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About this Advisor

Peter L'Italien is a financial advisor working in Boston, Massachusetts, who has been in the financial industry for 10 years. L'Italien works at Columbia Management Investment Advisers, LLC. During their career, L'Italien has held roles at Ameripise Financial Services Inc, Neuberger Berman LLC and Columbia Management Investment Distributors Inc. L'Italien has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment company operating in Boston, Massachusetts. It has offices in nine locations and a total of 1,030 people on staff. It has $323 billion in assets among its 4,578 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 58 charitable organizations. Of its 4,578 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, including 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. Financial management fee schedules typically depend on the services offered. However, fees billed by Columbia Management Investment Advisers, LLC most likely consist of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

Yes

Office Location

225 Franklin Street
Boston, MA 02110

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

MA Average: $16,012,751,954
Total Number of Employees

1,030

MA Average: 118
Total Number of Accounts

4,578

MA Average: 4,567
Average Account Size

$70,583,860

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

Peter L'Italien Work History

Peter has 11 years of experience.

2013 - Present (7 years)

Columbia Management Investment Distributors Inc

2013 - 2013 (< 1 year)

Neuberger Berman LLC

2009 - 2013 (4 years)

Ameripise Financial Services Inc

Disclosures

Peter L'Italien has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Jay Mcandrew
Boston, MA
John Babnik
Glencoe, IL
Ian Oshea
Oklahoma City, OK
Kelli Beauregard
Boston, MA
Shandrea Tanglao
Boston, MA
Robert Moody
Boston, MA
Thomas Jones
Boston, MA
Megan Reilly
Boston, MA

This content was compiled from the SEC and FINRA.

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