DP
DP

Darren Palmer

23 Years of Experience
Boston, MA
Broker

Darren Palmer is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Boston, MA, with 23 years of industry experience. Darren 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.

Loading...

Location

290 Congress Street, Boston, MA, 02210

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
September 2023 - Present · 2 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Columbia Management Investment Distributors, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
May 2010 - September 2023 · 13 yrs 4 mos
Columbia Management Investment Advisers, LLC
May 2010 - September 2023 · 13 yrs 4 mos
Columbia Management Advisors, LLC
September 2005 - May 2010 · 4 yrs 8 mos
Columbia Management Distributors, INC.Broker
August 2005 - May 2010 · 4 yrs 9 mos
State Street Research Investment Services, INC.Broker
June 2004 - July 2005 · 1 yr 1 mo
Putnam Retail Management Limited PartnershipBroker
June 2002 - May 2004 · 1 yr 11 mos
State Registrations5 states
MNMTNDSDWI
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.