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
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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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Other Business Activities

Anita is an owner/proprietor of Shield Glamping LLC, an investment real estate business focused on short-term rentals in partnership with her sister. She spends minimal time approving requests on Airbnb and responding to guest questions.

Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
January 2024 - Present · 2 yrs 1 mo
Columbia Management Investment Distributors, INC.
June 2023 - Present · 2 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Nylife Securities LLCBroker
February 2019 - June 2023 · 4 yrs 4 mos
State Registrations3 states
KSMAMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anita Nedeljkov - Financial Advisor | TrueAdvisor