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FIRM PROFILE
Overview
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. is located at 290 Congress Street, Boston, MA 02210 and was first established at Boston, Delaware in 04/20/1978. After operating for 48 years, COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 0 being regulatory events, 1 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. Comes From
Understanding the Statistics for COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
290 Congress Street, Boston, MA 02210
290 Congress Street Bx 29 20661, Boston, MA 02210
Medium
(617) 385-9565
Delaware since 04/20/1978
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| J. & W. SELIGMAN & CO. INCORPORATED | SOLE STOCKHOLDER | ||
| BUFF, STEPHEN ODONNELL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 2143366 | |
| BUMPUS, JAMES FREDERICK | DIRECTOR, VICE PRESIDENT, AND HEAD OF INTERMEDIARY MARKETS | 1928724 | |
| DEFAO, MICHAEL E | VICE PRESIDENT, CHIEF LEGAL OFFICER AND ASSISTANT SECRETARY | 2687755 | |
| MATTOX, MICHAEL SCOTT | CHIEF FINANCIAL OFFICER | 4383501 | |
| TRUSCOTT, WILLIAM FREDERICK | CHAIRMAN OF THE BOARD, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2416857 | |
| ZEITOUN, MARC CLAUDE | DIRECTOR, VICE PRESIDENT AND HEAD OF NORTH AMERICA PRODUCT | 2639942 |
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Advisor's working at COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
Jeanne Marie Peterson
Scott Arthur Avery
Patrick Thomas Olk
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