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Alfred Walterscheit

Columbia Management Investment Distributors, Inc.

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About Alfred Walterscheit

Alfred Walterscheit is a financial advisor at Columbia Management Investment Distributors, Inc. Alfred has over 20 years of experience in the financial services industry. Alfred is licensed to offer securities in Massachusetts and has a Series 6, 7, 24, 63, and SIE licenses. Alfred previously worked at Natixis Distribution, LLC, Eaton Vance Distributors, Inc., State Street Global Markets, LLC, Clarendon Insurance Agency, Inc., Sun Life Financial Distributors, Inc., Pyramid Distributors Corporation LLC, Fidelity Investments Institutional Services Company, Inc., Pioneer Funds Distributor, Inc., and IXIS Asset Management Distributors, L.P.

Firm Information

Alfred Walterscheit is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

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.

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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Alfred Walterscheit’s Registration & Firm History

MA

02/22/2024 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

06/20/2019 - 02/12/2024

NATIXIS DISTRIBUTION, LLC (BOSTON MA)

MA

09/04/2014 - 06/14/2019

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

MA

08/04/2011 - 09/02/2014

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

MA

05/27/2010 - 07/15/2011

CLARENDON INSURANCE AGENCY, INC. (WALTHAM MA)

MA

05/27/2010 - 07/15/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

RI

01/07/2009 - 05/20/2010

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

RI

10/24/2008 - 02/02/2009

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

08/18/2005 - 07/02/2008

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

01/08/2001 - 08/05/2005

IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 09/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2023

Series 4 - Registered Options Principal Examination

BC

Issued 08/04/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/06/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alfred Walterscheit.
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