David Burbie
David Burbie is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Boston, MA, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,909 clients with $460B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbia Management's investment management fees are generally based on a percentage of the value of your portfolio. Fees are billed quarterly. The firm may negotiate different fees for different accounts based on factors like the size of the account and the services provided.
Location
290 Congress Street, Boston, MA, 02210
Get directionsHistory
Regulatory History
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
David is an officer of Omni Clothing LLC, a retail clothing store, since 2018. He dedicates about 10-20% of his time to this activity and receives no income from it.
Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.
Columbia Management Investment Distributors, INC.Broker
Previous Registrations
Morgan Stanley Distribution, INC.Broker
Barclays Global Investors ServicesBroker
Columbia Management Distributors, INC.Broker
Bacap Distributors, LLCBroker
Strong Investments, INC.Broker
Olde Discount CorporationBroker
State Registrations53 states
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.