Robert
Moody

Columbia Management Investment Advisers, LLC

CRD#4798449
Investment Advisor
in Boston, MA

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About this Advisor

Robert Moody is an advisor who is based in Boston, Massachusetts. Currently an advisor at Columbia Management Investment Advisers, LLC, Moody has 10 years of professional experience in the financial advisory industry. Moody maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Moody can serve customers based out of Massachusetts. Moody has spent their entire career at Columbia Management Investment Advisers, LLC. Columbia Management Investment Advisers, LLC is based out of Boston, Massachusetts, and has nine additional locations in the nation. As a company, Columbia Management Investment Advisers, LLC oversees $323 billion in assets throughout 4,578 accounts and retains more than 1,030 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the United States. The firm manages 4,501 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Columbia Management Investment Advisers, LLC can provide 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 63, 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

No

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

Robert Moody Work History

Robert has 11 years of experience.

2010 - Present (10 years)

Columbia Management Investmetn Dist

Disclosures

Robert Moody has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

John Babnik
Glencoe, IL
Jay Mcandrew
Boston, MA
Nicholas Moss
Brookfield, WI
Jeffrey Williams
Boston, MA
Isaiah Nelsen
Boston, MA
Megan Reilly
Boston, MA
Charles Wisniewski
Boston, MA
William Harrison
Madisonville, LA

This content was compiled from the SEC and FINRA.

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