Sarah
Ruback
Columbia Management Investment Advisers, LLC
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About this Advisor
Sarah Ruback is a financial advisor operating out of Boston, Massachusetts with a total of 13 years of relevant experience. Ruback is on the advisory team at Columbia Management Investment Advisers, LLC. Throughout their career, Ruback has worked at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments and Riversource Fund Distributors, Inc. Ruback maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Louisiana and Massachusetts. Columbia Management Investment Advisers, LLC is a company that has its headquarters in Boston, MA. The company has offices in eight locations and a total of 1,010 people on staff. It manages $388 billion in assets across its 5,163 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 59 charitable organizations. Of its 5,163 accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets. The company provides a diverse 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Columbia Management Investment Advisers, LLC likely include any 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
Sarah Ruback Work History
Sarah has been registered as a financial advisor for 13 years.*
Riversource Investments
Riversource Fund Distributors, Inc
Columbia Management Advisors, LLC
Columbia Management Group
*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 Sarah Ruback 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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