Columbia Management Investment Advisers, LLC
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About this Advisor
Nicholas Moss is an advisor whose office is in Brookfield, Wisconsin. Currently a registered advisor at Columbia Management Investment Advisers, LLC, they have gathered 11 years of professional experience in the financial advisory industry. Moss has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Moss is able to act as a financial advisor based out of Michigan and Wisconsin. Over the course of their career, Moss has held roles at Columbia Management Distributors, Inc, Riversource Investments and Riversource Fund Distributors, Inc. Columbia Management Investment Advisers, LLC is located in Brookfield, Wisconsin, and has nine other locations in the nation. As a registered investment advisory firm, Columbia Management Investment Advisers, LLC manages $359 billion in assets covering 4,312 client accounts and retains more than 994 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 4,269 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Columbia Management Investment Advisers, LLC can offer 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
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
Nicholas Moss Work History
Nicholas has 11 years of experience.
Riversource Fund Distributors, Inc
Columbia Management Distributors, Inc
Nicholas Moss has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Columbia Management Investment Advisers, LLC