Alexis Stein
Investment adviser representative at Columbia Management Investment Advisers, LLC
14 yearsExperience
5 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
14 years in the industry.
- Columbia Management Investment Advisers, LLCDec 2019 to now
- Columbia Management Investment Distributors IncJun 2016 to now
- Pennsylvania State UniversitySep 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 5 states (DC, DE, MD, VA, 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
- 6347183
- Firm CRD
- 108257