Alexis Margaret Stein

Columbia Management Investment Advisers, LLC

9 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

290 Congress Street, Boston, MA, 02210

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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 Advisers, LLC

July 2017 - Present · 8 yrs 7 mos

Columbia Management Investment Distributors, INC.

November 2016 - Present · 9 yrs 3 mos

Columbia Management Investment Distributors, INC.Broker

November 2016 - Present · 9 yrs 3 mos

State Registrations5 states

DCDEMDVAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.