Unclaimed
Alicien Anne Demonte is a registered investment advisor representative with Columbia Management Investment Advisers, LLC in Boston, MA. Alicien has been in the financial services industry since April 12, 2006. Prior to joining Columbia Management Investment Advisers, LLC, Alicien worked at VP Distributors LLC, Morgan Stanley, Citigroup Global Markets Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Alicien holds Series 6, 7, 31, 63, and 66 securities licenses.
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.
1
2
MA
06/03/2022 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
CT
05/01/2014 - 04/06/2022
VP DISTRIBUTORS LLC (HARTFORD CT)
CT
06/01/2009 - 04/14/2014
MORGAN STANLEY (HARTFORD CT)
CT
03/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
CT
04/10/2006 - 01/18/2007
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
MA
11/16/2005 - 03/10/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/16/2005 - 03/10/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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