Troy
Rossow
Columbia Management Investment Advisers, LLC
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About this Advisor
Troy Rossow is a certified financial planner operating in Boston, Massachusetts with 1 year of relevant experience. Rossow is an advisor for Columbia Management Investment Advisers, LLC. During their career, Rossow has held roles at Bmo Harris Bank, Na, Foreside Financial Services, LLC, Bmo Asset Management Corp and Columbia Management Investment Distributors, Inc. Rossow holds Series 66 and Series 63 licenses, designating them as a securities agent, and can advise clients in Minnesota. Columbia Management Investment Advisers, LLC is a registered investment company that has its headquarters in Boston, MA. The company has offices in eight locations and a total of 1,010 advisors. It has $388 billion in assets under management among its 5,163 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 59 charities and foundations. Of its 5,163 client accounts, just 9% are held by high-net-worth individuals who have at least $1 million in assets. The company provides 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 fees typically are based on which services are provided. However, fees charged by Columbia Management Investment Advisers, LLC can 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
Troy Rossow Work History
Troy has been registered as a financial advisor for 1 years.*
Columbia Management Investment Distributors, Inc
Foreside Financial Services, LLC
Bmo Harris Bank, Na
Bmo Asset Management Corp
*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 Troy Rossow 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
