AS
AS

Adam Shanahan

18 Years of Experience
Broker

Adam Shanahan is a registered investment advisor, based in Boston, MA, with 18 years of industry experience.

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 Advisers, LLC
May 2010 - Present · 15 yrs 11 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 15 yrs 11 mos
Columbia Management Investment Distributors, INC.
May 2010 - Present · 15 yrs 11 mos
Previous Registrations
Columbia Management Distributors, INC.Broker
March 2010 - May 2010 · 2 mos
Columbia Management Advisors, LLC
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Shanahan - Financial Advisor | TrueAdvisor