linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Paul Shumski

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 Nicholas? Claim Your Profile

About Nicholas Paul Shumski

Nicholas Paul Shumski is a registered investment advisor representative at Columbia Management Investment Advisers, LLC. He is based in Boston, MA. Nicholas has been working in the financial services industry since 2022. He holds the Series 63, Series 65, Series 7TO, and SIE licenses. He is registered to provide investment advice in Connecticut, District of Columbia, Florida, Maryland, Massachusetts, Rhode Island, and Virginia. Nicholas previously worked at Fidelity Brokerage Services LLC.

Firm Information

Nicholas Shumski 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.

Nicholas Shumski’s Registration & Firm History

MA

05/24/2023 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

NH

05/26/2022 - 10/28/2022

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

Not sure if Nicholas Paul Shumski is right for you?

Licenses & Designations

IA

Issued 05/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Paul Shumski.
Not sure if Nicholas Paul Shumski is right for you?