KG
KG

Kristin Greeley

19 Years of Experience
Boston, MA
Broker

Kristin Greeley is a registered investment advisor, based in Boston, MA, with 19 years of industry experience.

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 Distributors, INC.
May 2010 - Present · 16 yrs
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 16 yrs
Previous Registrations
Bofa Advisors, LLC
January 2007 - May 2010 · 3 yrs 4 mos
Columbia Management Distributors, INC.Broker
July 2006 - May 2010 · 3 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.