Richard
Faria

Columbia Management Investment Advisers, LLC

CRD#4519147
Investment Advisor
in Birmingham, MI

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About this Advisor

Richard Faria is a financial advisor based out of Birmingham, Michigan, with 10 years of professional experience. Faria works at Columbia Management Investment Advisers, LLC. The advisor has gained experience at Merrill Lynch Pierce, Fenner & Smith, Inc, Highland Capital Funds Distributor, Inc, Baron Capital, Inc and Columbia Management Investment Distributors Inc. Faria holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Indiana and Michigan. Columbia Management Investment Advisers, LLC is an advisory firm that has its headquarters in Birmingham, Michigan. It has offices in nine locations and a total of 994 advisors. It controls $359 billion in assets under management among its 4,312 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 49 charitable organizations. Of its 4,312 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in investable assets. Columbia Management Investment Advisers, LLC offers 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. Financial management fee schedules typically are based on the services. Fee types billed by Columbia Management Investment Advisers, LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

1047 Chester Street
Birmingham, MI 48009

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$359,353,104,490

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

994

MI Average: 118
Total Number of Accounts

4,312

MI Average: 4,567
Average Account Size

$83,337,918

MI 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

Richard Faria Work History

Richard has 10 years of experience.

2017 - Present (3 years)

Columbia Management Investment Distributors Inc

2016 - Present (4 years)

Baron Capital, Inc

2014 - 2016 (2 years)

Highland Capital Funds Distributor, Inc

2010 - 2014 (4 years)

Merrill Lynch Pierce, Fenner & Smith, Inc

Disclosures

Richard Faria 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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