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John Kevin Connaughton

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC·BOSTON, Massachusetts
SIE, Series 6, Series 65, Series 66Clean record3 years registeredCOLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
225 FRANKLIN STREET, BOSTON, MA 02110CRD# 2483637Firm CRD# 108257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Kevin Connaughton · BOSTON, MA
Registration
CRD #2483637 · COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

RHODEWAY FINANCIAL
Dec 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 65
Series 66
Registration record
First registered · December 2, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
CRD 108257 · SEC 801-25943
AUM
$427.1B
Regulatory assets under management
Employees
1,008
5,495 client accounts
Services offered by COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does John Kevin Connaughton offer?
John Kevin Connaughton specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are John Kevin Connaughton's credentials?
John Kevin Connaughton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Kevin Connaughton located?
John Kevin Connaughton is based in BOSTON, Massachusetts, working with COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does John Kevin Connaughton charge for services?
John Kevin Connaughton's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC?
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC has approximately 1008 employees and manages $427.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Francine Asselta
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Joseph Dale Kringdon
BOSTON, MA
Scott Edward Couto
BOSTON, MA
Todd A White
BOSTON, MA
Jeffrey Franklin Peters
BOSTON, MA
Robert Kendall Mcconnaughey
BOSTON, MA

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Research
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