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Sheena Marie Payne

Investment adviser representative at Columbia Management Investment Advisers, LLC
16 yearsExperience
2 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

16 years in the industry.

  1. Columbia Management Investment Advisers, LLCOct 2021 to now
  2. Columbia Management Investment Distributors, Inc.Jan 2019 to now
  3. Ivy Funds Distributor IncSep 2013 to Jan 2019
  4. Waddell & Reed IncSep 2010 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

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
5720441
Firm CRD
108257
Advisor's SEC record (opens in a new tab)
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