W. Robert Graves
Investment adviser representative at Columbia Management Investment Advisers, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$502.4BFirm assets
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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
19 years in the industry.
- Columbia Management Investment Advisers, LLCAug 2010 to now
- Seligman Advisors, Inc.Jan 2009 to now
- Riversource Distributors, IncApr 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2839665
- Firm CRD
- 108257