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Alexis Margaret Stein

Columbia Management Investment Advisers, LLC

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About Alexis Margaret Stein

Alexis Margaret Stein is an investment advisor representative associated with Columbia Management Investment Advisers, LLC. Alexis has been in the securities industry for over six years. Alexis holds the Series 6, 7, 63, 66, and SIE licenses. Alexis specializes in advising clients on a wide range of investment products, including stocks, bonds, mutual funds, and ETFs. Alexis has been working with clients to develop investment strategies that meet their individual needs. Alexis is also experienced in providing asset allocation and credit analysis services.

Firm Information

Alexis Stein is currently registered with Columbia Management Investment Advisers, LLC. Columbia Management Investment Advisers, LLC is an investment advisor headquartered in Boston, MA. They manage approximately $1 billion to $10 billion in assets and provide a variety of advisory services, including asset liability management, credit analysis, and asset allocation. They serve a diverse client base, including individuals, corporations, institutions, and investment companies.
Columbia Management Investment Advisers, LLC

290 CONGRESS STREET

BOSTON, MA 02210

$427.06B

Assets Under Management

126

Total Clients

175

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset liability management, credit analysis & asset allocation svcs

Asset liability management, credit analysis & asset allocation svcs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexis Stein’s Registration & Firm History

MA

02/26/2020 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 07/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/01/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexis Margaret Stein.
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