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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Shanahan is a financial advisor who is currently registered with Columbia Management Investment Advisers, LLC. Adam has over 15 years of experience in the financial services industry. Adam has held various positions at Columbia Management Distributors, Inc., Riversource Investments, and Riversource Fund Distributors, Inc. Adam holds the Series 66, Series 7, Series 31, and SIE licenses. Adam's specializations include Asset Liability Management, Credit Analysis, and Asset Allocation. Columbia Management Investment Advisers, LLC is a firm that provides a variety of financial services to individual and institutional clients, including portfolio management, financial planning, and asset allocation. The firm has been in business for over 100 years and has a long history of providing high-quality financial services to its clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
10/25/2017 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
03/05/2010 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
11/07/2008 - 01/04/2010
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
NY
08/17/2007 - 11/12/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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