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Joel Mckinnon Defelice

Columbia Management Investment Advisers, LLC

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About Joel Mckinnon Defelice

Joel Mckinnon Defelice is an active investment advisor representative registered in Massachusetts. Joel Defelice has been in the industry since January 31, 2016. Joel Defelice is currently registered with Columbia Management Investment Advisers, LLC and has been with them since July 27, 2016. Previously, Joel Defelice was with Morgan Stanley in Boston, MA from February 1, 2016, to July 30, 2016.

Firm Information

Joel Defelice 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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Joel Defelice’s Registration & Firm History

MA

07/27/2016 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

MA

02/01/2016 - 07/30/2016

MORGAN STANLEY (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2016

Series 31 - Futures Managed Funds Examination

BC

Issued 02/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Mckinnon Defelice.
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