William
Graves

Columbia Management Investment Advisers, LLC

CRD#2839665
Investment Advisor
in Boston, MA

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About this Advisor

William Graves is an advisor in Boston, Massachusetts. Currently an investment advisor with Columbia Management Investment Advisers, LLC, they have accrued 12 years of practice as a registered advisor. Graves has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative. Graves can serve clients based out of Massachusetts. Over the course of their career, they have held roles at Riversource Distributors, Inc and Seligman Advisors, Inc. Columbia Management Investment Advisers, LLC is based out of Boston, Massachusetts, and has nine other brick-and-mortar locations throughout the United States. In aggregate, Columbia Management Investment Advisers, LLC oversees $323 billion in assets across 4,578 accounts and retains more than 1,030 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 4,501 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Columbia Management Investment Advisers, LLC provides 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's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Analyst

Years of Experience

13 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

William Graves Work History

William has 13 years of experience.

2009 - Present (11 years)

Seligman Advisors, Inc

2007 - Present (13 years)

Riversource Distributors, Inc

Disclosures

William Graves 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
Lenora Kivela
Boston, MA
Bradford Cadigan
Boston, MA
Joel Defelice
Boston, MA
Suzanna Sanchez
Atlanta, GA
Kyle Toulouse
Boston, MA
Ana Dimco
Boston, MA

This content was compiled from the SEC and FINRA.

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