Daniel M Bloomstone

Financial advisor at Columbia Management Investment Advisers, LLC · Boston, MA

Last updated 2026-10-10

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Daniel M Bloomstone is a financial advisor at Columbia Management Investment Advisers, LLC in Boston, MA, CRD 5868320. Licenses and exams on the registration: Series 66. IAPD registration began 2011-04-25.

Registration

CRD number
5868320
Registration status
Active
IAPD registration
2011-04-25
Industry Experience
15 years
Work Experience
15 years
States registered
MA

Licenses and exams

  • Series 66

Work history

  • 2010-11 to Present · Columbia Management Investment Distributors Inc. · Boston, MA

Current employment

SEC IAPD record for Daniel M Bloomstone

Columbia Management Investment Advisers, LLC

Regulatory AUM
$502,404,181,723
Registered advisors
200
Offices
94
Clients per advisor
21.3 (Low)
Average AUM per client
$118.2M (Moderate)
High-net-worth client ratio
11.6% (Low)

Columbia Management Investment Advisers, LLC: advisors, services and reported ETF investments

About

Daniel M Bloomstone is a financial advisor at Columbia Management Investment Advisers, LLC in Boston, MA. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 15 years of reported work history. Reported roles include Columbia Management Investment Distributors Inc..

Columbia Management Investment Advisers, LLC's firm-level Form ADV reports 200 advisors across 94 offices; approximately 21.3 clients per advisor, average assets per client of $118,184,940, and regulatory AUM of $502.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Columbia Management Investment Advisers, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

290 Congress Street, Boston, MA 02210

199 advisors at this office.

Columbia Management office in Boston, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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