Columbia Management Investment Distributors, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 840
- Registered since
- March 13, 1981
Firm profile
FINTRXOverview
Columbia Management Investment Distributors, Inc. is a corporate fund-distribution firm that has been registered with the SEC since 1981. FINTRX classifies the entity as a fund distributor rather than an investment manager or capital allocator. The ownership is listed as domestic (entity/individual). The record indicates the firm does not operate as an active ESG investor and is not identified as a multi-state or newly formed adviser; it also is not noted as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Jason Scarfo
CoordinatorCRD 4351657
Daniel Steele
Head of DCIO DistributionCRD 2528336
William Truscott
Chief Executive OfficerCRD 2416857
Contacts
3 of 306
Griffin Schwab
ConsultantCRD 8137565
Ryan Doo
Registered RepresentativeCRD 7946826
Andrea Bartolo
Vice President, Client Portfolio ManagerCRD 5597276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 290 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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