Fred Deserio
Investment adviser representative at Columbia Management Investment Advisers, LLC
11 yearsExperience
1 stateRegistered in
$502.4BFirm assets
40 yearsFirm in business
Are you Fred Deserio? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Columbia Management Investment Advisers, LLCSep 2024 to now
- Columbia Management Investment Distributors, Inc.Sep 2024 to now
- UnemployedJun 2023 to Sep 2024
- Full-time GraduateJan 2022 to May 2023
- UnemployedSep 2021 to Dec 2021
- Foreside Fund Services, LLCFeb 2015 to Jul 2021
- Nikko Asset Management Americas, Inc.Jan 2015 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2257787
- Firm CRD
- 108257