William
Lamontagne

Columbia Management Investment Advisers, LLC

CRD#6327444
Investment Advisor
in Boston, MA

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About this Advisor

William Lamontagne is a financial advisor working in Boston, Massachusetts, who has been in the financial industry for 10 years. Lamontagne works at Columbia Management Investment Advisers, LLC. Over the course of their career, Lamontagne has held roles at Putnam Inv./Putnam Retail Management, Kpmg Llp, Emmanuel College, Markey'S Lobster Pool, Mcgill University, Gwfs Equities, Inc and Columbia Management Investment Distributors Inc. Lamontagne holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Columbia Management Investment Advisers, LLC is an advisory business based out of Boston, Massachusetts. The company has offices in nine locations and a total of 994 advisors. It has $359 billion in assets under management across its 4,312 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 49 charities and foundations. Of its 4,312 customer accounts, just 6% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has 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 advisory services depend on which services the firm provides the client. However, fee types billed by Columbia Management Investment Advisers, LLC can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

$359,353,104,490

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

994

MA Average: 118
Total Number of Accounts

4,312

MA Average: 4,567
Average Account Size

$83,337,918

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 Lamontagne Work History

William has 10 years of experience.

2015 - Present (5 years)

Columbia Management Investment Distributors Inc

2015 - 2015 (< 1 year)

Gwfs Equities, Inc

2014 - 2015 (1 year)

Putnam Inv./Putnam Retail Management

2013 - 2013 (< 1 year)

Kpmg Llp

2012 - 2012 (< 1 year)

Emmanuel College

2012 - 2013 (1 year)

Mcgill University

2011 - 2011 (< 1 year)

Markey'S Lobster Pool

2011 - 2012 (1 year)

Mcgill University

2010 - 2010 (< 1 year)

Markey'S Lobster Pool

2010 - 2011 (1 year)

Mcgill University

Disclosures

William Lamontagne has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Patrick Doran
Boston, MA
Matthew Steiger
Minneapolis, MN
Andrew Stevenson
Summit, NJ
Adam Shanahan
Boston, MA
Anar Shah
Boston, MA
Mary Dixon
Boston, MA
Robert Carpenter
Boston, MA
Lauren Crehan
Boston, MA

This content was compiled from the SEC and FINRA.

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