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Adam Shanahan

Columbia Management Investment Advisers, LLC
18 Years of Experience
Stamford, CT
Broker
View SEC Summary
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Adam Shanahan is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Stamford, CT, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,251 clients with $500B in assets under management.

Columbia Management Investment Advisers, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
200 advisors
Number of Clients
4,251 clients
Average Client Portfolio
$118.2M average
Assets Under Management
$502.4B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.65%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.40%

Representative fee schedule shown for U.S. Large Cap Equity institutional strategies. Fees are negotiable over $100 million. Different strategies and client types have distinct schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Stamford, CT

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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.

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Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
May 2010 - Present · 16 yrs 5 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 16 yrs 5 mos
Columbia Management Investment Distributors, INC.
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Columbia Management Distributors, INC.Broker
March 2010 - May 2010 · 2 mos
Columbia Management Advisors, LLC
March 2010 - May 2010 · 2 mos
Hightower Advisors, LLC
November 2008 - January 2010 · 1 yr 2 mos
Hightower Securities, LLCBroker
November 2008 - January 2010 · 1 yr 2 mos
Morgan Stanley & CO. Incorporated
October 2007 - November 2008 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
August 2007 - November 2008 · 1 yr 3 mos
State Registrations3 states
CTMARI
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.
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