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Michael John Sullivan

Investment adviser representative at Columbia Management Investment Advisers, LLC
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Columbia Management Investment Advisers, LLCFeb 2025 to now
  2. Columbia Management Investment Distributors, IncNov 2024 to now
  3. Fidelity InvestmentsJul 2022 to Nov 2024
  4. East Cambridge Savings BankJun 2021 to Aug 2021
  5. UberMay 2021 to Sep 2021
  6. UnemployedMay 2020 to Jun 2021
  7. Market BasketDec 2019 to Jan 2020
  8. West MarineMay 2019 to Aug 2019
  9. Marquette UniversityAug 2018 to Jun 2022
  10. ServicemasterJan 2017 to Apr 2020
  11. Ski BradfordNov 2016 to Apr 2017
  12. Market BasketMay 2015 to Jul 2017
  13. North Andover High SchoolSep 2014 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

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
7256240
Firm CRD
108257
Advisor's SEC record (opens in a new tab)
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