Kevin P. Wilson

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CRD#: 4230097

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Patrick Wilson was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 2000. Kevin had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 1, 2010 - December 9, 2021

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

Poway, CA

Past

May 1, 2010 - December 9, 2021

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

CHARLOTTE, NC

Past

February 11, 2005 - May 7, 2010

BOFA ADVISORS, LLC

RIA

CRD#: 107900

CHARLOTTE, NC

Past

June 21, 2004 - May 1, 2010

BOFA DISTRIBUTORS, INC.

CRD#: 30683

CHARLOTTE, NC

Past

January 29, 2004 - June 21, 2004

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

Past

January 28, 2004 - February 11, 2005

BACAP DISTRIBUTORS, LLC

RIA

CRD#: 46088

CHARLOTTE, NC

Past

January 1, 2003 - January 23, 2004

BACAP DISTRIBUTORS, LLC

RIA

CRD#: 46088

CHARLOTTE, NC

Past

January 1, 2003 - January 23, 2004

BACAP DISTRIBUTORS, LLC

CRD#: 46088

CHARLOTTE, NC

Past

October 24, 2002 - January 1, 2003

STEPHENS

RIA

CRD#: 3496

CHARLOTTE , NC

Past

May 17, 2002 - January 1, 2003

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

August 23, 2000 - April 29, 2002

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

CRD#: 108257 / SEC#: 801-25943

RIA

Registered Investment Advisory firm - (12/20/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/18/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/16/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2000

General Securities Representative Examination

Current Firm

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

CRD#: 108257 / SEC#: 801-25943

RIA

Registered Investment Advisory firm - (12/20/1985 Approved)

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Contact information

Main Address

290 Congress Street, Boston, MA 02210

Mailing Address

Phone number

(800) 225-2365

Established

Firm type

Fiscal year end

# of Employees

910

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CMIA LLC PART 2A (5-28-2025) (5/28/2025)

Regulatory assets under management

Total Number of Accounts	6,061
AUM (Assets Under Management)	$ 457,482,709,435

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/28/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin P. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

BACAP DISTRIBUTORS, LLC

BACAP DISTRIBUTORS, LLC

BACAP DISTRIBUTORS, LLC

BACAP DISTRIBUTORS, LLC

STEPHENS

STEPHENS

HARRISDIRECT LLC

Primary Firm SEC Registration

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2002

Series 63

Date: 2/16/2001

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2000

Current Firm

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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