DG
DG

Daniel Giammanco

2 Years of Experience
Malden, MA
Broker

Daniel Giammanco is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Malden, MA, with 2 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,909 clients with $460B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
190 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Columbia Management's investment management fees are generally based on a percentage of the value of your portfolio. Fees are billed quarterly. The firm may negotiate different fees for different accounts based on factors like the size of the account and the services provided.

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Location

Malden, MA

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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
November 2024 - Present · 1 yr 6 mos
Columbia Management Investment Distributors, INC.Broker
October 2024 - Present · 1 yr 7 mos
Columbia Management Investment Distributors, INC.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Equitable Advisors, LLC
March 2024 - June 2024 · 3 mos
Equitable Advisors, LLCBroker
October 2023 - June 2024 · 8 mos
State Registrations5 states
ILMANCVAWV
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.
Daniel Giammanco - Financial Advisor | TrueAdvisor