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 advisor with Columbia Management Investment Advisers, LLC, Stevenson has 10 years of professional experience in the financial advisory industry. Stevenson holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Stevenson is registered to act as a financial advisor in New Jersey. During their career, Stevenson has held roles at Invesco Distributors, Inc and Columbia Management Investment Distributors, Inc. Columbia Management Investment Advisers, LLC is headquartered in Summit, New Jersey, and has nine brick-and-mortar locations across the nation. As a company, Columbia Management Investment Advisers, LLC oversees $359 billion in assets dispersed across 4,312 client accounts and employs more than 994 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 4,269 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Columbia Management Investment Advisers, LLC can provide 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 may charge clients 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

166 Oak Ridge Ave
Summit, NJ 07901

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Columbia Management Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$359,353,104,490

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

994

NJ Average: 118
Total Number of Accounts

4,312

NJ Average: 4,567
Average Account Size

$83,337,918

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 10 years of experience.

2018 - Present (2 years)

Columbia Management Investment Distributors, Inc

2010 - 2018 (8 years)

Invesco Distributors, Inc

Disclosures

Andrew Stevenson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Columbia Management Investment Advisers, LLC

Mary Dixon
Boston, MA
Christopher Helms
Boston, MA
Dhruv Toolsidas
Boston, MA
Nathaniel Thompson
Boston, MA
Bradley Blanton
Boston, MA
Christopher Lo
Boston, MA
Anar Shah
Boston, MA
Samuel Steele
Boston, MA

This content was compiled from the SEC and FINRA.

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