linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Grant

Columbia Management Investment Advisers, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Grant

Matthew Grant is an investment advisor representative with Columbia Management Investment Advisers, LLC. Matthew is a registered investment advisor with experience in the securities industry, having worked as a financial advisor previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 66, Series 7 and SIE licenses. Matthew's experience and credentials are a reflection of his commitment to providing high-quality financial advice.

Firm Information

Matthew Grant 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Grant’s Registration & Firm History

MA

12/11/2018 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

MA

09/06/2017 - 11/19/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)

Not sure if Matthew Grant is right for you?

Licenses & Designations

BOTH

Issued 10/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Grant.
Not sure if Matthew Grant is right for you?