Columbia Management Investment Distributors, Inc.

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
306
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 recorded as a corporate entity that has been SEC-registered since 1981. The firm's ownership is listed as a combination of a domestic entity and an individual. The dataset classifies the firm as unclassified and indicates it does not act as a capital allocator. It is not identified as an active ESG investor, a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. The profile in the source provides no detail on advisory activities, fee schedules, client segments, or manager allocation preferences. The firm’s name and the available attributes suggest a distribution role rather than an active investment management platform, but there is no itemized investment strategy or service roster supplied in the data.

Assets & Accounts

Investments & Alternatives

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
  • Jason Scarfo

    CoordinatorCRD 4351657

  • Daniel Steele

    Daniel Steele

    Head of DCIO DistributionCRD 2528336

  • William Truscott

    William Truscott

    Chief Executive OfficerCRD 2416857

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Contacts

3 of 302
  • Griffin Schwab

    Griffin Schwab

    ConsultantCRD 8137565

  • Ryan Doo

    Ryan Doo

    Registered RepresentativeCRD 7946826

  • Andrea Bartolo

    Regional Vice PresidentCRD 5597276

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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