TrueAdvisor
TrueAdvisor
AD
AD

Alicien Anne Demonte

Columbia Management Investment Advisers, LLC
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Columbia Management Investment Advisers, LLC
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

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
June 2022 - Present · 3 yrs 8 mos
Columbia Management Investment Distributors, INC.
June 2022 - Present · 3 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Vp Distributors LLCBroker
May 2014 - April 2022 · 7 yrs 11 mos
Virtus Investment Advisers, INC.
May 2014 - April 2022 · 7 yrs 11 mos
Morgan Stanley
June 2009 - April 2014 · 4 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2014 · 4 yrs 10 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
April 2006 - January 2007 · 9 mos
Metlife Securities INC.Broker
November 2005 - March 2006 · 4 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - March 2006 · 4 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.