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Devin Michael Iannelli is a registered representative and investment advisor representative associated with Columbia Management Investment Advisers, LLC. Devin is a relatively new representative, having registered with the firm in November 2024. Prior to this role, Devin worked at Wells Fargo, the Port Authority of New York and New Jersey, and Columbia Management Investment Distributors, Inc. Devin holds a Series 66 license and has experience with a variety of investment products and services. Columbia Management Investment Advisers, LLC is a large investment advisory firm with over 400 employees and over $400 billion in assets under management. The firm provides a variety of services to individual and institutional clients, including portfolio management, financial planning, and asset allocation.
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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MA
11/29/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
Active
Inactive
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