Robert
Moody

Columbia Management Investment Advisers, LLC

CRD#4798449
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Robert Moody is an investment advisor who works out of Boston, Massachusetts. Currently a registered financial advisor with Columbia Management Investment Advisers, LLC, Moody has 10 years of professional experience. Moody has Series 63 and Series 66 licenses, designating them as a securities agent. Moody can advise investors in Massachusetts. Moody has spent their complete career at Columbia Management Investment Advisers, LLC. Columbia Management Investment Advisers, LLC is located in Boston, Massachusetts, and has nine offices in the United States. Overall, Columbia Management Investment Advisers, LLC oversees $359 billion in assets across 4,312 client accounts and retains more than 994 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 4,269 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the firm's clients 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 may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 10 years of experience.

2010 - Present (11 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

Martin Courage
Boston, MA
Nathaniel Thompson
Boston, MA
Peter Oliphant
Seattle, WA
William Lamontagne
Boston, MA
Nicholas Salatino
Austin, TX
Kyle Signor
Boston, MA
Mary Dixon
Boston, MA
Lauren Crehan
Boston, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started