Columbia Management Investment Advisers, LLC
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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
Years of Experience
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Columbia Management Investment Advisers, LLC Brokerage Details
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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
Shandrea Tanglao Work History
Shandrea has 11 years of experience.
Columbia Management Investment Distributors Inc
Rbc Capital Markets, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Shandrea Tanglao has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC