COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
307
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
840
Registered since
March 13, 1981

Firm profile

FINTRX

Overview

Columbia Management Investment Distributors, Inc. is a corporate entity first registered with the SEC in 1981. Public snapshot fields classify the organization as "Unclassified" and identify its owner type as a domestic entity/individual. The firm is not characterized as a capital allocator, is not described as an active ESG investor, and is not listed as a pension consultant or related adviser. The available details do not portray the entity as operating in a traditional advisory capacity: regulatory flags indicate it is not a multi-state adviser and is not newly formed. Those attributes, together with the firm’s name, are consistent with a role focused on distribution or intermediary services rather than direct portfolio management for retail advisory clients.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JASON SCARFO

    CoordinatorCRD 4351657

  • WILLIAM TRUSCOTT

    Chief Executive OfficerCRD 2416857

  • Jason Vaillancourt

    Chief Portfolio StrategistCRD 7509921

Contacts

3 of 304
  • Griffin Schwab

    ConsultantCRD 8137565

  • Ryan Doo

    Registered RepresentativeCRD 7946826

  • ANDREA BARTOLO

    Regional Vice PresidentCRD 5597276

Unlock 301 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth