Columbia Management Investment Advisers, LLC
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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
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 Lamontagne Work History
William has 10 years of experience.
Columbia Management Investment Distributors Inc
Gwfs Equities, Inc
Putnam Inv./Putnam Retail Management
Markey'S Lobster Pool
Markey'S Lobster Pool
William Lamontagne has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC