Columbia Management Investment Distributors, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
317
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 organized as a corporation and is classified as a fund distributor. Its ownership is recorded as a combination of a domestic entity and individual owners. The firm’s registered descriptors emphasize distribution activity rather than serving as a capital allocator or an investment manager that operates registered advisory programs. The firm’s profile flags several negative indicators about advisory and specialty roles: it is not identified as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. Taken together, the available data points point to a firm whose primary role is intermediary distribution of pooled investment products rather than providing direct advisory, family office, or alternative-asset management services.

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 4
  • Daniel Steele

    Daniel Steele

    Head of DCIO DistributionCRD 2528336

  • William Truscott

    William Truscott

    Chief Executive OfficerCRD 2416857

  • Jason Scarfo

    CoordinatorCRD 4351657

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Contacts

3 of 313
  • David Spitz

    David Spitz

    Product ManagerCRD 5640825

  • Peter L'italien

    Peter L'italien

    Regional Sales DirectorCRD 5653623

  • John Sheehan

    John Sheehan

    DirectorCRD 5676864

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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