Columbia Management Investment Distributors, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 840
- Registered since
- March 13, 1981
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Jason Scarfo
CoordinatorCRD 4351657

William Truscott
Chief Executive OfficerCRD 2416857

Jason Vaillancourt
Chief Portfolio StrategistCRD 7509921
Contacts
3 of 304
Griffin Schwab
ConsultantCRD 8137565

Ryan Doo
Registered RepresentativeCRD 7946826
Andrea Bartolo
Regional Vice PresidentCRD 5597276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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