David Kleiman is a registered investment advisor, based in Boston, MA, with 25 years of industry experience.
Location
290 Congress Street, Boston, MA, 02210
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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David is a board member of the Voorhees Township Planning Board since 2018, voting on applications for the planning group. This takes about 10-20% of his time and provides no income.
Employment History
Current Registrations
Columbia Management Investment Distributors, INC.
May 2010 - Present · 16 yrs
Columbia Management Investment Advisers, LLC
May 2010 - Present · 16 yrs
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 16 yrs
Previous Registrations
Columbia Management Advisors, LLC
April 2010 - May 2010 · 1 mo
Columbia Management Distributors, INC.Broker
September 2009 - May 2010 · 8 mos
Planco Financial Services, LLCBroker
November 2003 - September 2009 · 5 yrs 10 mos
Lincoln Financial Distributors, INC.Broker
May 2002 - October 2003 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
January 2001 - April 2002 · 1 yr 3 mos
State Registrations4 states
DEMDNJPA
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.