William
Graves

Columbia Management Investment Advisers, LLC

CRD#2839665
Investment Advisor
in Boston, MA

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About this Advisor

William Graves is a chartered financial analyst operating in Boston, Massachusetts with a total of 13 years of industry experience. Graves works at Columbia Management Investment Advisers, LLC. The advisor has gained experience at Riversource Distributors, Inc and Seligman Advisors, Inc. Graves has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Columbia Management Investment Advisers, LLC is a registered investment company based out of Boston, MA. It has offices in eight locations and a total of 1,010 advisors. It administers $388 billion in total assets across its 5,163 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 59 charities and foundations. Of its 5,163 customer accounts, just 9% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has 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. Fees for financial management usually vary depending on the services provided. Fees billed by Columbia Management Investment Advisers, LLC can include asset-based, fixed and performance-based fees.

Certifications and Registrations

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

Years Registered*

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

Office Location

290 Congress Street
Boston, MA 02210

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$388,388,690,314

MA Average: $16,012,751,954
Total Number of Employees

1,010

MA Average: 118
Total Number of Accounts

5,163

MA Average: 4,567
Average Account Size

$75,225,390

MA Average: $3,506,186

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 been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Seligman Advisors, Inc

2007 - Present (17 years)

Riversource Distributors, Inc

*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 William Graves 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

Michael Matarazzo
Boston, MA
Peter L'Italien
Boston, MA
Corey Millhouse
Boston, MA
Madeline Hart
Boston, MA
Matthew Belniak
Boston, MA
Mason Horrigan
Boston, MA
Shane Calhoun
Boston, MA
Christopher Finch
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.

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