Columbia Management Investment Distributors, Inc.

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
307
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 organized as a corporation and has been SEC-registered since 1981. The firm's ownership is listed as a domestic entity and individual; its regulatory classification in the available snapshot is "Unclassified." The dataset flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The snapshot does not include detail on fee schedules, client types, or specific advisory/business activities. Available records contain minimal disclosure about investment strategies, target client segments, or product shelf; there is no public information in the provided data about portfolio construction, sector tilts, or model offerings.

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 3
  • Jason Scarfo

    CoordinatorCRD 4351657

  • William Truscott

    William Truscott

    Chief Executive OfficerCRD 2416857

  • Jason Vaillancourt

    Jason Vaillancourt

    Chief Portfolio StrategistCRD 7509921

Contacts

3 of 304
  • Griffin Schwab

    Griffin Schwab

    ConsultantCRD 8137565

  • Ryan Doo

    Ryan Doo

    Registered RepresentativeCRD 7946826

  • Andrea Bartolo

    Regional Vice PresidentCRD 5597276

Unlock 301 more contacts

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