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Matthew Clark Carlisle

Columbia Management Investment Advisers, LLC

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About Matthew Clark Carlisle

Matthew Carlisle is an active investment advisor representative with Columbia Management Investment Advisers, LLC. Matthew has been in the securities industry since June 10, 1991, and has experience with a variety of firms including TCW Funds Distributors LLC, Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Allianz Global Investors Distributors LLC, American Funds Distributors, Inc., Wachovia Securities, Inc. and Federated Securities Corp. Matthew has been registered in 19 states.

Firm Information

Matthew Carlisle 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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Matthew Carlisle’s Registration & Firm History

MA

10/26/2023 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

CA

03/09/2016 - 08/21/2023

TCW FUNDS DISTRIBUTORS LLC (LOS ANGELES CA)

FL

01/06/2011 - 02/22/2016

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

11/22/2010 - 02/22/2016

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

NY

12/03/2009 - 11/23/2010

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

CA

07/27/2001 - 06/12/2009

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

NC

05/09/1996 - 07/10/2001

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

PA

10/29/1990 - 05/17/1996

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 10/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/26/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Clark Carlisle.
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