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Dustin Kanode

26 Years of Experience
Mill Valley, CA
Broker

Dustin Kanode is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Mill Valley, CA, with 26 years of industry experience. Dustin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
190 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

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.

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Location

Mill Valley, CA

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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
January 2023 - Present · 3 yrs 6 mos
Columbia Management Investment Distributors, INC.
November 2022 - Present · 3 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fef Distributors, LLCBroker
March 2020 - November 2022 · 2 yrs 8 mos
J.P. Morgan Institutional Investments INC.Broker
February 2015 - March 2020 · 5 yrs 1 mo
Pimco Investments LLCBroker
February 2011 - January 2015 · 3 yrs 11 mos
Allianz Global Investors Managed Accounts LLC
December 2002 - August 2007 · 4 yrs 8 mos
Allianz Global Investors Distributors LLCBroker
August 1999 - February 2011 · 11 yrs 6 mos
State Registrations2 states
CAOR
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.