Columbia Management Investment Advisers, LLC
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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
Years of Experience
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Columbia Management Investment Advisers, LLC Brokerage Details
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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
William Graves Work History
William has 13 years of experience.
Seligman Advisors, Inc
Riversource Distributors, Inc
William Graves has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC