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Christopher Sean Kerwin

Columbia Management Investment Advisers, LLC

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About Christopher Sean Kerwin

Christopher Kerwin is an investment advisor representative with Columbia Management Investment Advisers, LLC. Christopher has been working in the financial services industry since September 16, 2010. Christopher holds Series 66, 7 and SIE licenses. Christopher is registered in Connecticut and New York. Christopher's previous employers include Lord Abbett Distributor LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Christopher is also a registered investment advisor representative for Columbia Management Investment Advisers, LLC.

Firm Information

Christopher Kerwin 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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Christopher Kerwin’s Registration & Firm History

CT

04/07/2021 - Present

Columbia Management Investment Advisers, LLC (Fairfield CT)

NJ

07/19/2012 - 04/25/2017

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NJ

10/07/2011 - 07/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEDMINSTER NJ)

NJ

05/07/2010 - 08/24/2011

MORGAN STANLEY SMITH BARNEY (BEDMINSTER NJ)

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Licenses & Designations

BOTH

Issued 07/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Sean Kerwin. Review regulatory record here.
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