Robert
Sweeney
Columbia Management Investment Advisers, LLC
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About this Advisor
Robert Sweeney is a financial advisor based in Boston, Massachusetts with 1 year of relevant experience. Sweeney is on the advisory team at Columbia Management Investment Advisers, LLC. Their career trajectory has included roles at New Seabury Country Club, Portsmouth Gaslight Company, Sencorpwhite, Student, Fidelity Investments, Pope John Paul Ii High School, Roche Brothers, Full Time Student, Columbia Management Investment Distributors, Inc and Columbia Management Investment Advisors. Sweeney maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Massachusetts. Columbia Management Investment Advisers, LLC is an advisory firm operating out of Boston, MA. The company has offices in eight locations and a total of 1,010 employees. It controls $388 billion in assets among its 5,163 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 59 charitable organizations. Of its 5,163 client accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a wide array 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 fees usually depend on the services provided. Fees billed by Columbia Management Investment Advisers, LLC most likely include some 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
Robert Sweeney Work History
Robert has been registered as a financial advisor for 1 years.*
Columbia Management Investment Distributors, Inc
Columbia Management Investment Advisors
Fidelity Investments
Portsmouth Gaslight Company
Sencorpwhite
Student
Roche Brothers
Portsmouth Gaslight Company
Full Time Student
New Seabury Country Club
Pope John Paul Ii High School
*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 Robert Sweeney 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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