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William Kennedy Lamontagne

Columbia Management Investment Advisers, LLC

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About William Kennedy Lamontagne

William Kennedy Lamontagne is a financial advisor with Columbia Management Investment Advisers, LLC. William has been in the financial industry since 2014 and holds the following securities licenses: Series 63, Series 65, and Series 7. Prior to joining Columbia Management, William worked at GWFS Equities, Inc. and Putnam Retail Management Limited Partnership. William also holds the SIE exam. William specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

William Lamontagne 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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William Lamontagne’s Registration & Firm History

MA

07/20/2015 - Present

Columbia Management Investment Advisers, LLC (BOSTON MA)

MA

01/02/2015 - 05/20/2015

GWFS EQUITIES, INC. (ANDOVER MA)

MA

07/22/2014 - 01/02/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 07/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Kennedy Lamontagne.
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