Daniel Thomas Steele
Investment adviser representative at Columbia Management Investment Advisers, LLC
20 yearsExperience
49 statesRegistered in
$502.4BFirm assets
40 yearsFirm in business
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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
20 years in the industry.
- Columbia Management Investment Advisers, LLCAug 2018 to now
- Columbia Management Investment Distributors IncJun 2017 to now
- The Bank of New York MellonJul 2008 to now
- Mbsc Securities CorporationJul 2007 to now
- Mellon Asset ManagementJul 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 49 states (AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, WA, WI, WV).
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
- 2528336
- Firm CRD
- 108257