AK
AK

Albert Thomas Kirchner

34 Years of Experience
Broker
Areas of Practice
Investment Management
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
Loading...

Location

290 Congress Street, Boston, MA, 02210

Get directions

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.

Learn about disclosures →
Other Business Activities

Albert is an officer in the Cold Spring Harbor Booster Club, raising money for sports teams. This activity is unpaid and takes about 10-20% of his time, including during trading hours.

Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
January 2013 - Present · 13 yrs 1 mo
Columbia Management Investment Distributors, INC.
September 2012 - Present · 13 yrs 5 mos
Columbia Management Investment Distributors, INC.Broker
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Foreside Fund Services, LLCBroker
December 2010 - July 2012 · 1 yr 7 mos
Fidelity Investments Institutional Services Company, INC.Broker
March 1998 - October 2010 · 12 yrs 7 mos
The Dreyfus Service CorporationBroker
December 1990 - March 1998 · 7 yrs 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Albert Thomas Kirchner - Financial Advisor | TrueAdvisor