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Robert Kendall Mcconnaughey

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC·BOSTON, Massachusetts
Series 7, Series 63Clean recordCOLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
225 FRANKLIN STREET, BOSTON, MA 02110CRD# 2980467Firm CRD# 108257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Kendall Mcconnaughey · BOSTON, MA
Registration
CRD #2980467 · COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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 →
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04

Frequently Asked Questions

What services does Robert Kendall Mcconnaughey offer?
Robert Kendall Mcconnaughey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Robert Kendall Mcconnaughey's credentials?
Robert Kendall Mcconnaughey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Kendall Mcconnaughey located?
Robert Kendall Mcconnaughey 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 Robert Kendall Mcconnaughey charge for services?
Robert Kendall Mcconnaughey'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
BOSTON, MA
John Kevin Connaughton
BOSTON, MA
Joseph Dale Kringdon
BOSTON, MA
Scott Edward Couto
BOSTON, MA
Todd A White
BOSTON, MA
Jeffrey Franklin Peters
BOSTON, MA

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Nearby cities in Massachusetts
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Research
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