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 a corporate entity first registered with the SEC in 1981. Public snapshot fields classify the organization as "Unclassified" and identify its owner type as a domestic entity/individual. The firm is not characterized as a capital allocator, is not described as an active ESG investor, and is not listed as a pension consultant or related adviser. The available details do not portray the entity as operating in a traditional advisory capacity: regulatory flags indicate it is not a multi-state adviser and is not newly formed. Those attributes, together with the firm’s name, are consistent with a role focused on distribution or intermediary services rather than direct portfolio management for retail advisory clients.
Assets & Accounts
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 304Griffin 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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