SM
Samantha A. Magnuson
COLUMBIA MANAGEMENT INVESTMENT ADVISERS
Lakeville, MN
Some features on this profile are disabled
CRD#: 5047232
SM
Professional summary
Samantha Ann Magnuson, who also goes by Samantha Ann Logiudice, Samantha Ann Magnuson, is a registered financial advisor currently at COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC located in Lakeville, Minnesota and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. located in Minneapolis, Minnesota.
Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Samantha has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samantha Ann Logiudice | Samantha Ann Magnuson
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.
Name of Activity: G and L LLC for rental property; Date Activity Started/Modified/Ended: 6/29/2022; Type of Activity: Investment Real Estate; Role/Relationship: Owner/ Proprietor; Responsibilities: Owner; Income Per Year: OVER $20,000; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---
CRS (Client Relationship Summary) - RIA
Click below to view Samantha Ann Magnuson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 4, 2020 - Present
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
RIA
CRD#: 108257
Lakeville, MN
Current
October 22, 2019 - Present
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
Office #1: 901 3rd Ave S, Minneapolis, MN 55402BD
CRD#: 840
Minneapolis, MN
Past
January 3, 2017 - October 22, 2019
AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
BD
CRD#: 26506
Minneapolis, MN
Past
January 2, 2015 - December 31, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Minneapolis, MN
Past
November 2, 2012 - December 31, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Minneapolis, MN
Past
April 9, 2010 - December 31, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Minneapolis, MN
Past
April 9, 2010 - January 18, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Minneapolis, MN
Past
January 2, 2009 - April 9, 2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
BD
CRD#: 840
MINNEAPOLIS, MN
Past
November 10, 2008 - January 2, 2009
RIVERSOURCE DISTRIBUTORS, INC.
BD
CRD#: 139135
MINNEAPOLIS, MN
Past
November 3, 2008 - April 9, 2010
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
RIA
CRD#: 108257
MINNEAPOLIS, MN
Past
September 5, 2008 - November 12, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WAYZATA, MN
Past
February 9, 2007 - September 23, 2008
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
MINNEAPOLIS, MN
Past
November 14, 2006 - September 23, 2008
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
MINNEAPOLIS, MN
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".
CM
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
AMERICAN EXPRESS ASSET MANAGEMENT GROUP INC | SELIGMAN INVESTMENTS | SELIGMAN | RIVERSOURCE INVESTMENTS, LLC | RIVERSOURCE INVESTMENTS | RIVERSOURCE INSURANCE ASSETS | RIVERSOURCE INSTITUTIONAL ADVISORS | RIVERSOURCE CAPITAL MANAGEMENT | RIVERSOURCE ALTERNATIVE INVESTMENTS | RIVERSOURCE | J. & W. SELIGMAN | COLUMBIA THREADNEEDLE INVESTMENTS NORTH AMERICA | COLUMBIA THREADNEEDLE INVESTMENTS | COLUMBIA THREADNEEDLE | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | COLUMBIA MANAGEMENT INVESTMENT ADVISERS | COLUMBIA MANAGEMENT CAPITAL ADVISERS | COLUMBIA MANAGEMENT
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/22/2019)
RR
Alaska(10/22/2019)
RR
Arizona(10/22/2019)
RR
Arkansas(10/22/2019)
RR
California(10/22/2019)
RR
Colorado(10/22/2019)
RR
Connecticut(10/22/2019)
RR
Delaware(10/22/2019)
RR
District of Columbia(10/22/2019)
RR
Florida(10/22/2019)
RR
Georgia(10/22/2019)
RR
Hawaii(10/22/2019)
RR
Idaho(10/22/2019)
RR
Illinois(10/22/2019)
RR
Indiana(10/22/2019)
RR
Iowa(10/22/2019)
RR
Kansas(10/22/2019)
RR
Kentucky(10/22/2019)
RR
Louisiana(10/22/2019)
RR
Maine(10/22/2019)
RR
Maryland(10/22/2019)
RR
Massachusetts(10/22/2019)
RR
Michigan(10/22/2019)
RR
Minnesota(10/22/2019)
IAR
Minnesota(6/4/2020)
RR
Mississippi(10/22/2019)
RR
Missouri(10/22/2019)
RR
Montana(10/22/2019)
RR
Nebraska(10/22/2019)
RR
Nevada(10/22/2019)
RR
New Hampshire(10/22/2019)
RR
New Jersey(10/22/2019)
RR
New Mexico(10/22/2019)
RR
New York(10/22/2019)
RR
North Carolina(10/22/2019)
RR
North Dakota(10/22/2019)
RR
Ohio(10/22/2019)
RR
Oklahoma(10/22/2019)
RR
Oregon(10/22/2019)
RR
Pennsylvania(10/22/2019)
RR
Puerto Rico(10/22/2019)
RR
Rhode Island(10/22/2019)
RR
South Carolina(10/22/2019)
RR
South Dakota(10/22/2019)
RR
Tennessee(10/22/2019)
RR
Texas(10/22/2019)
RR
Utah(10/22/2019)
RR
Vermont(10/22/2019)
RR
Virgin Islands(10/22/2019)
RR
Virginia(10/22/2019)
RR
Washington(10/22/2019)
RR
West Virginia(10/22/2019)
RR
Wisconsin(10/22/2019)
RR
Wyoming(10/22/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CM
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
AMERICAN EXPRESS ASSET MANAGEMENT GROUP INC | SELIGMAN INVESTMENTS | SELIGMAN | RIVERSOURCE INVESTMENTS, LLC | RIVERSOURCE INVESTMENTS | RIVERSOURCE INSURANCE ASSETS | RIVERSOURCE INSTITUTIONAL ADVISORS | RIVERSOURCE CAPITAL MANAGEMENT | RIVERSOURCE ALTERNATIVE INVESTMENTS | RIVERSOURCE | J. & W. SELIGMAN | COLUMBIA THREADNEEDLE INVESTMENTS NORTH AMERICA | COLUMBIA THREADNEEDLE INVESTMENTS | COLUMBIA THREADNEEDLE | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | COLUMBIA MANAGEMENT INVESTMENT ADVISERS | COLUMBIA MANAGEMENT CAPITAL ADVISERS | COLUMBIA MANAGEMENT
CRD#: 108257 / SEC#: 801-25943
RIA
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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
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 |
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.
