Ryan
Mccarthy
Columbia Management Investment Advisers, LLC
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About this Advisor
Ryan Mccarthy is a financial advisor based out of Boston, Massachusetts with a total of 5 years of industry experience. Mccarthy is on the advisory team at Columbia Management Investment Advisers, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Mcadam LLC, Bates College, Timberlane High School, Market Basket, Chamberlain Companies, Bres Ice Creamery, Colony Capital Inc, Syracuse University, Bny Mellon, Columbia Management Investment Distributors, Inc, Columbia Management Investment Advisers, LLC and Rsa Builds. Mccarthy maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts and New Hampshire. Columbia Management Investment Advisers, LLC is an advisory firm that has its headquarters in Boston, MA. The company has offices in eight locations and a total of 1,010 financial advisors. It controls $388 billion in assets under management among its 5,163 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 59 charities and foundations. Of its 5,163 accounts, just 9% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Columbia Management Investment Advisers, LLC offers a number of services, such as 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. A financial advisor's fee schedules usually are based on which service is provided. However, fee types 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
Ryan Mccarthy Work History
Ryan has been registered as a financial advisor for 5 years.*
Columbia Management Investment Distributors, Inc
Columbia Management Investment Advisers, LLC
Purshe Kaplan Sterling Investments
Mcadam LLC
Bates College
Bates College
Bny Mellon
Rsa Builds
Market Basket
Colony Capital Inc
Bates College
Chamberlain Companies
Syracuse University
Bres Ice Creamery
Market Basket
Bates College
Timberlane 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 Ryan Mccarthy 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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