TrueAdvisor
TrueAdvisor
AS
AS

Adam Eugene Shanahan

Columbia Management Investment Advisers, LLC
18 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.Broker
May 2010 - Present · 15 yrs 9 mos
Columbia Management Investment Advisers, LLC
May 2010 - Present · 15 yrs 9 mos
Columbia Management Investment Distributors, INC.
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Columbia Management Advisors, LLC
March 2010 - May 2010 · 2 mos
Columbia Management Distributors, INC.Broker
March 2010 - May 2010 · 2 mos
Hightower Advisors, LLC
November 2008 - January 2010 · 1 yr 2 mos
Hightower Securities, LLCBroker
November 2008 - January 2010 · 1 yr 2 mos
Morgan Stanley & CO. Incorporated
October 2007 - November 2008 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
August 2007 - November 2008 · 1 yr 3 mos
State Registrations3 states
CTMARI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.