Columbia Management Investment Advisers, LLC
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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
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
Peter L'Italien Work History
Peter has 11 years of experience.
Columbia Management Investment Distributors Inc
Neuberger Berman LLC
Ameripise Financial Services Inc
Peter L'Italien has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC
Oklahoma City, OK