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Hilary Hodgkins Phelan

Columbia Management Investment Distributors, Inc.

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About Hilary Hodgkins Phelan

Hilary Hodgkins Phelan is a registered representative with Columbia Management Investment Distributors, Inc. Hilary has been in the securities industry since June 2008. She is a Series 6 and SIE licensed representative. Hilary has worked in the Boston, MA area for her entire career. Hilary is currently employed with Columbia Management Investment Distributors, Inc. where she has been employed since May 2010. Prior to that she was with COLUMBIA MANAGEMENT DISTRIBUTORS, INC.

Firm Information

Hilary Phelan 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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Hilary Phelan’s Registration & Firm History

MA

05/01/2010 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

06/09/2008 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hilary Hodgkins Phelan.
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