TrueAdvisor
TrueAdvisor
BC
BC

Brendan Eamonn Cunningham

Columbia Management Investment Advisers, LLC
3 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

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.

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Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
August 2023 - Present · 2 yrs 6 mos
Columbia Management Investment Distributors, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Columbia Management Investment Distributors, INC.
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2022 - April 2023 · 7 mos
State Registrations4 states
ALGAMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.