Columbia Management Investment Advisers, LLC
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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
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
Andrew Stevenson Work History
Andrew has 13 years of experience.
Columbia Management Investment Distributors, Inc
Invesco Distributors, Inc
Morgan Stanley & Co., Inc
Andrew Stevenson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC