Kevin Gutelius
Investment adviser representative at Columbia Management Investment Advisers, LLC
11 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
11 years in the industry.
- Columbia Management Investment Advisers, LLCApr 2026 to now
- Columbia Management Investment Distributors, Inc.Jan 2026 to now
- Fidelity InvestmentsJun 2023 to Dec 2025
- Matunuck GroupMay 2022 to Sep 2022
- The Pub MatunuckJun 2021 to Jun 2023
- Roy Carpenters BeachMay 2021 to Aug 2021
- Gansett WrapsJan 2021 to May 2021
- Roy Carpenters BeachMay 2020 to Aug 2020
- University of Rhode IslandJan 2020 to May 2023
- University of ArizonaAug 2019 to Dec 2019
- Scarborough State BeachMay 2019 to Aug 2019
- Scarborough State BeachMay 2018 to Aug 2018
- Scarborough State BeachMay 2017 to Aug 2017
- Southkingstown High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7766079
- Firm CRD
- 108257