TrueAdvisor
TrueAdvisor
AB
AB

Andrea Francesca Bartolo

Columbia Management Investment Advisers, LLC
14 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

3806 Travis Street, Dallas, TX, 75204

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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
June 2012 - Present · 13 yrs 8 mos
Columbia Management Investment Distributors, INC.
June 2012 - Present · 13 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Centerpoint Advisors, LLC
February 2012 - June 2012 · 4 mos
National Securities CorporationBroker
January 2012 - June 2012 · 5 mos
Ameriprise Financial Services, INC.Broker
September 2010 - October 2011 · 1 yr 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.