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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carpenter is a financial advisor at Columbia Management Investment Advisers, LLC with over 10 years of experience in the industry. Robert has worked in the financial industry since 2011 when he began his career at MORGAN STANLEY SMITH BARNEY. Robert holds Series 63, Series 65 and Series 7 licenses. Robert specializes in asset liability management, credit analysis and asset allocation services. Columbia Management Investment Advisers, LLC is a registered investment advisor with over $427 billion in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
12/19/2018 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
07/01/2011 - 09/13/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
IA
Issued 02/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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