Nicholas
Moss
Columbia Management Investment Advisers, LLC
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About this Advisor
Nicholas Moss is a financial advisor based out of Brookfield, Wisconsin who has 6 years of industry experience. Moss currently works for Columbia Management Investment Advisers, LLC. Moss has gained experience at Columbia Management Distributors, Inc, Riversource Investments and Riversource Fund Distributors, Inc. Moss holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan and Wisconsin. Columbia Management Investment Advisers, LLC is a registered investment firm based in Boston, MA. The investment advisory business has offices in eight locations and a total of 1,010 people on staff. It manages $388 billion in assets among its 5,163 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 59 charitable organizations. Of its 5,163 customer accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets available to invest. Columbia Management Investment Advisers, LLC performs a wide set 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. A financial advisor's fees usually depend on which service is offered. However, fee types charged by Columbia Management Investment Advisers, LLC most likely consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$388,388,690,314
1,010
5,163
$75,225,390
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
Nicholas Moss Work History
Nicholas has been registered as a financial advisor for 6 years.*
Riversource Investments
Riversource Fund Distributors, Inc
Columbia Management Distributors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Moss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Columbia Management Investment Advisers, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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