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Robert Emmett Sweeney

Investment adviser representative at Columbia Management Investment Advisers, LLC
13 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

13 years in the industry.

  1. Columbia Management Investment Advisers, LLCApr 2022 to now
  2. Columbia Management Investment AdvisorsFeb 2022 to now
  3. Columbia Management Investment Distributors, IncFeb 2022 to now
  4. Fidelity InvestmentsMar 2021 to Feb 2022
  5. Portsmouth Gaslight CompanyFeb 2021 to Mar 2021
  6. UnemployedJan 2021 to Feb 2021
  7. Roche BrothersNov 2020 to Nov 2020
  8. StudentOct 2020 to Dec 2020
  9. SencorpwhiteJun 2020 to Oct 2020
  10. UnemployedMar 2020 to Jun 2020
  11. Portsmouth Gaslight CompanyMay 2019 to Mar 2020
  12. Full Time StudentAug 2018 to May 2019
  13. New Seabury Country ClubApr 2013 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2021

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
7361876
Firm CRD
108257
Advisor's SEC record (opens in a new tab)
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