MB
Matthew E. Belniak
COLUMBIA MANAGEMENT INVESTMENT ADVISERS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5548234
MB
Professional summary
Matthew E Belniak, who also goes by Matthew Belniak, Matt Belniak, Matthew Eric Belniak, is a registered financial advisor currently at COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC located in Chicago, Illinois and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. located in Chicago, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 8 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Belniak | Matt Belniak | Matthew Eric Belniak
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew E Belniak'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
January 28, 2022 - Present
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
Office #1: 71 S. Wacker Drive, Suite 2500, Chicago, IL 60606RIA
CRD#: 108257
Chicago, IL
Current
February 4, 2022 - Present
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
Office #1: 71 S. Wacker Drive Suite 2500, Chicago, IL 60606BD
CRD#: 840
Chicago, IL
Past
February 19, 2021 - February 4, 2022
BMO ASSET MANAGEMENT CORP.
RIA
CRD#: 106466
CHICAGO, IL
Past
January 2, 2020 - December 20, 2021
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
Chicago, IL
Past
November 2, 2015 - December 31, 2020
BMO ASSET MANAGEMENT CORP.
RIA
CRD#: 106466
CHICAGO, IL
Past
March 2, 2015 - December 31, 2019
BMO INVESTMENT DISTRIBUTORS, LLC
BD
CRD#: 146711
CHICAGO, IL
Past
January 15, 2013 - February 11, 2015
CALAMOS ADVISORS LLC
RIA
CRD#: 105758
NAPERVILLE, IL
Past
January 15, 2013 - February 11, 2015
CALAMOS FINANCIAL SERVICES LLC
BD
CRD#: 19850
NAPERVILLE, IL
Past
December 6, 2010 - December 7, 2012
WADDELL & REED
RIA
CRD#: 866
SCHAUMBURG, IL
Past
October 28, 2010 - December 7, 2012
WADDELL & REED
BD
CRD#: 866
SCHAUMBURG, IL
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(2/4/2022)
RR
Alaska(2/4/2022)
RR
Arizona(2/4/2022)
RR
Arkansas(2/4/2022)
RR
California(2/4/2022)
RR
Colorado(2/4/2022)
RR
Connecticut(2/4/2022)
RR
Delaware(2/4/2022)
RR
District of Columbia(2/4/2022)
RR
Florida(2/4/2022)
RR
Georgia(2/4/2022)
RR
Hawaii(2/4/2022)
RR
Idaho(2/4/2022)
IAR
Illinois(1/28/2022)
RR
Illinois(2/4/2022)
RR
Indiana(2/4/2022)
RR
Iowa(2/4/2022)
RR
Kansas(2/4/2022)
RR
Kentucky(2/4/2022)
RR
Louisiana(2/4/2022)
RR
Maine(2/4/2022)
RR
Maryland(2/4/2022)
RR
Massachusetts(2/4/2022)
RR
Michigan(2/4/2022)
RR
Minnesota(2/4/2022)
RR
Mississippi(2/4/2022)
RR
Missouri(2/4/2022)
RR
Montana(2/4/2022)
RR
Nebraska(2/4/2022)
RR
Nevada(2/4/2022)
RR
New Hampshire(2/4/2022)
RR
New Jersey(2/4/2022)
RR
New Mexico(2/4/2022)
RR
New York(2/4/2022)
RR
North Carolina(2/4/2022)
RR
North Dakota(2/4/2022)
RR
Ohio(2/4/2022)
RR
Oklahoma(2/4/2022)
RR
Oregon(2/4/2022)
RR
Pennsylvania(2/4/2022)
RR
Puerto Rico(2/4/2022)
RR
Rhode Island(2/4/2022)
RR
South Carolina(2/4/2022)
RR
South Dakota(2/4/2022)
RR
Tennessee(2/4/2022)
RR
Texas(2/4/2022)
RR
Utah(2/4/2022)
RR
Vermont(2/4/2022)
RR
Virgin Islands(2/4/2022)
RR
Virginia(2/4/2022)
RR
Washington(2/4/2022)
RR
West Virginia(2/4/2022)
RR
Wisconsin(2/4/2022)
RR
Wyoming(2/4/2022)
Exams
State Security Law Exam
General Industry/Product 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.
