Alec Smith
Investment adviser representative at Columbia Management Investment Advisers, LLC
10 yearsExperience
3 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
10 years in the industry.
- Columbia Management Investment Advisers, LLCJun 2022 to now
- Columbia Management Investment Distributors, Inc.Sep 2021 to now
- Royal Alliance Associates, Inc.Nov 2018 to Feb 2019
- Sii - John HancockJul 2018 to Nov 2018
- Freedom FirstFeb 2018 to Sep 2021
- Bb&tAug 2017 to Jan 2018
- Finish LineJun 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, 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
- 6993259
- Firm CRD
- 108257