Carlin Champion
Investment adviser representative at Columbia Management Investment Advisers, LLC
13 yearsExperience
52 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
13 years in the industry.
- Columbia Management Investment Advisers, LLCNov 2024 to now
- Columbia Management Investment Distributors, Inc.Nov 2024 to now
- MFS Fund Distributors, Inc.Dec 2018 to Nov 2024
- Edward JonesJan 2018 to Nov 2018
- United Parcel ServicesNov 2017 to Dec 2017
- Independent Contractor/selfJun 2017 to Dec 2017
- Ithaca CollegeAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, 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, VT, WA, WI, WV, WY).
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
- 6895530
- Firm CRD
- 108257