TrueAdvisor
TrueAdvisor
AW
AW

Andrew Michael Wright

Columbia Management Investment Advisers, LLC
37 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Columbia Management Investment Advisers, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only

Location

290 Congress Street, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Columbia Management Investment Distributors, INC.
May 2010 - Present · 15 yrs 9 mos
Columbia Management Investment Advisers, LLC
May 2010 - Present · 15 yrs 9 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Bofa Advisors, LLC
May 2008 - May 2010 · 2 yrs
Columbia Management Distributors, INC.Broker
September 2007 - May 2010 · 2 yrs 8 mos
Ust Securities CORP.Broker
May 2006 - September 2007 · 1 yr 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 1995 - March 2006 · 10 yrs 7 mos
1784 Investor Services, INC.Broker
November 1994 - July 1995 · 8 mos
Sei Financial Services CompanyBroker
May 1993 - November 1994 · 1 yr 6 mos
Fidelity Brokerage Services, INC.Broker
February 1987 - February 1992 · 5 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.