Andrew Richard-john Dieter

CFP

Columbia Management Investment Advisers, LLC

19 Years of Experience

Broker

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

Rocky River, OH

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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.

Employment History

Current Registrations

Columbia Management Investment Distributors, INC.

May 2010 - Present · 15 yrs 9 mos

Columbia Management Investment Advisers, LLC

May 2010 - Present · 15 yrs 9 mos

Columbia Management Investment Distributors, INC.Broker

May 2010 - Present · 15 yrs 9 mos

Previous Registrations

Columbia Management Advisors, LLC

April 2007 - May 2010 · 3 yrs 1 mo

Columbia Management Distributors, INC.Broker

February 2007 - May 2010 · 3 yrs 3 mos

Blackrock Investments, INC.Broker

September 2006 - March 2007 · 6 mos

State Street Research Investment Services, INC.Broker

July 2006 - September 2006 · 2 mos

State Registrations2 states

OHPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.