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 based in Boston, Massachusetts, who has 11 years in the industry. Graves is an employee of Columbia Management Investment Advisers, LLC. Graves has gained experience at Riversource Distributors, Inc and Seligman Advisors, Inc. Graves maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Columbia Management Investment Advisers, LLC is a company that has its headquarters in Boston, Massachusetts. The firm has offices in nine locations and a total of 1,106 advisors. It has $364 billion in assets under management among its 4,476 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 13 charities and foundations. Columbia Management Investment Advisers, LLC offers a number 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 depend on which services are provided. Fees billed by Columbia Management Investment Advisers, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

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

Years of Experience

11 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

$363,742,258,715

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

1,106

MA Average: 118
Total Number of Accounts

4,476

MA Average: 4,567
Average Account Size

$81,265,027

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 11 years of experience.

2009 - Present (10 years)

Seligman Advisors, Inc

2007 - Present (12 years)

Riversource Distributors, Inc

Disclosures

William Graves has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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