Willard
Carey
Columbia Management Investment Advisers, LLC
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About this Advisor
Willard Carey is a financial advisor working out of Boston, Massachusetts who has 13 years of industry experience. Carey is currently employed by Columbia Management Investment Advisers, LLC. Over the course of their career, they have held roles at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments and Riversource Fund Distributors, Inc. Carey maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in Massachusetts. Columbia Management Investment Advisers, LLC is an advisory firm operating out of Boston, MA. It has offices in eight locations and a total of 1,010 advisors. It has $388 billion in assets across its 5,163 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 59 charities and foundations. Of its 5,163 customer accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a wide 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 for financial management usually depend on which service is provided. However, fee types billed by Columbia Management Investment Advisers, LLC most likely include some blend 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
Willard Carey Work History
Willard 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 Willard Carey 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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