Daniel Packard

Financial advisor at Columbia Management Investment Advisers, LLC

Last updated 2026-10-10

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Daniel Packard is a financial advisor at Columbia Management Investment Advisers, LLC, CRD 7949790. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2025-10-22.

Registration

CRD number
7949790
Registration status
Active
IAPD registration
2025-10-22
Industry Experience
0 years
Work Experience
12 years
States registered
MA

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2019-06 to 2021-08 · Hingham Recreation Department · Hingham, MA
  • 2022-05 to 2022-08 · The Beth Kitchen & Bar · Hingham, MA
  • 2024-06 to 2025-08 · Fidelity Investments · Smithfield, RI
  • 2023-06 to 2023-12 · Granite Telecommunications · Quincy, MA
  • 2022-09 to 2023-05 · Full-Time Education · Providence, RI
  • 2021-09 to 2022-05 · Full-Time Education · Providence, RI
  • 2023-09 to 2024-05 · Full-Time Education · Providence, RI
  • 2014-05 to 2019-05 · Unemployed · Hingham, MA
  • 2020-09 to 2021-05 · Full-Time Education · Providence, RI
  • 2021-10 to 2024-01 · Lululemon Athletica · Hingham, MA
  • 2022-05 to 2022-08 · College Painters · Hingham, MA
  • 2025-08 to Present · Columbia Management Investment Distributors, Inc · Boston, MA
  • 2025-10 to Present · Columbia Management Investment Advisers, LLC · Boston, MA

Current employment

SEC IAPD record for Daniel Packard

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 Packard is a financial advisor at Columbia Management Investment Advisers, LLC. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 12 years of reported work history.

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, and 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, and 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

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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