TrueAdvisor
TrueAdvisor
AS
AS

Andrew Pierce Stevenson

Columbia Management Investment Advisers, LLC
20 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

Summit, NJ

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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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Other Business Activities

Andrew is the owner/proprietor and landlord of OZ Family Properties LLC since July 2024. He dedicates minimal time to this activity.

Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
June 2018 - Present · 7 yrs 8 mos
Columbia Management Investment Distributors, INC.
June 2018 - Present · 7 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Invesco Advisers, INC.
July 2010 - April 2018 · 7 yrs 9 mos
Invesco Distributors, INC.Broker
June 2010 - April 2018 · 7 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2010 · 3 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2010 · 3 yrs 2 mos
Morgan Stanley
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
December 2004 - April 2007 · 2 yrs 4 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.