Andrew
Stevenson

Columbia Management Investment Advisers, LLC

CRD#4584598
Investment Advisor
in Summit, NJ

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About this Advisor

Andrew Stevenson is an advisor in Summit, New Jersey. Currently a registered investment advisor at Columbia Management Investment Advisers, LLC, they have accrued 12 years of professional experience as an investment advisor. Stevenson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Stevenson can act as an advisor based out of New Jersey. Throughout their career, Stevenson has worked at Morgan Stanley & Co., Inc, Invesco Distributors, Inc and Columbia Management Investment Distributors, Inc. Columbia Management Investment Advisers, LLC is headquartered in Summit, New Jersey, and has nine other locations throughout the country. As a firm, Columbia Management Investment Advisers, LLC manages $323 billion in assets across 4,578 client accounts and employs more than 1,030 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 4,501 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable 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

Series 66

Years of Experience

13 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

166 Oak Ridge Ave
Summit, NJ 07901

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$323,132,908,841

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

1,030

NJ Average: 118
Total Number of Accounts

4,578

NJ Average: 4,567
Average Account Size

$70,583,860

NJ 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

Andrew Stevenson Work History

Andrew has 13 years of experience.

2018 - Present (2 years)

Columbia Management Investment Distributors, Inc

2010 - 2018 (8 years)

Invesco Distributors, Inc

2007 - 2010 (3 years)

Morgan Stanley & Co., Inc

Disclosures

Andrew Stevenson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

John Babnik
Glencoe, IL
Jay Mcandrew
Boston, MA
Robert Moody
Boston, MA
Kyle Toulouse
Boston, MA
David Spitz
Boston, MA
Peter L'Italien
Boston, MA
Tachera Roberts
Boston, MA
Christopher Kerwin
Fairfield, CT

This content was compiled from the SEC and FINRA.

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