Shandrea
Tanglao

Columbia Management Investment Advisers, LLC

CRD#4840302
Investment Advisor
in Boston, MA

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About this Advisor

Shandrea Tanglao is an investment advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor at Columbia Management Investment Advisers, LLC, they have gathered 10 years of professional experience. Tanglao maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Tanglao is registered to work with investors in Massachusetts. Over the course of their career, Tanglao has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Rbc Capital Markets, LLC, Argosy University and Columbia Management Investment Distributors Inc. Columbia Management Investment Advisers, LLC is headquartered in Boston, Massachusetts, and has nine offices throughout the nation. In total, Columbia Management Investment Advisers, LLC oversees $323 billion in assets throughout 4,578 client accounts and retains more than 1,030 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 4,501 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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 may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

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

Shandrea Tanglao Work History

Shandrea has 11 years of experience.

2012 - Present (8 years)

Columbia Management Investment Distributors Inc

2011 - 2011 (< 1 year)

Rbc Capital Markets, LLC

2010 - 2011 (1 year)

Argosy University

2009 - 2010 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Shandrea Tanglao has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Jay Mcandrew
Boston, MA
John Babnik
Glencoe, IL
Thomas Jones
Boston, MA
Lenora Kivela
Boston, MA
Derek Fecteau
Brentwood, TN
Ana Dimco
Boston, MA
James Sluis
Boston, MA
James Fuller
Denver, CO

This content was compiled from the SEC and FINRA.

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