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Trevor Newton

Columbia Management Investment Advisers, LLC

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About Trevor Newton

Trevor Newton is a registered investment advisor representative with Columbia Management Investment Advisers, LLC. Trevor has been in the industry for 10 years and is licensed to offer investment advisory services in Massachusetts. Trevor is a graduate of Northern Vermont University. Trevor is also registered as a securities agent in Delaware, Maryland, Massachusetts, New Jersey, and Pennsylvania.

Firm Information

Trevor Newton 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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Trevor Newton’s Registration & Firm History

MA

03/11/2021 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 02/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Newton.
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