Peter
L'Italien
Columbia Management Investment Advisers, LLC
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About this Advisor
Peter L'Italien is a financial advisor who works out of Boston, Massachusetts with a total of 10 years of relevant experience. L'Italien is on the advisory team at Columbia Management Investment Advisers, LLC. During their career, the advisor has held roles at Neuberger Berman LLC and Columbia Management Investment Distributors Inc. L'Italien has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Columbia Management Investment Advisers, LLC is a company based in Boston, MA. The company has offices in eight locations and a total of 1,010 employees. It handles $388 billion in assets between its 5,163 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 59 charitable organizations. Of its 5,163 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in investable assets. The company provides a wide assortment 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 advisory fees largely are based on which services are provided. Fees billed by Columbia Management Investment Advisers, LLC most likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$388,388,690,314
1,010
5,163
$75,225,390
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 been registered as a financial advisor for 10 years.*
Columbia Management Investment Distributors Inc
Neuberger Berman LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter L'Italien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Columbia Management Investment Advisers, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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