AD
CFP
Andrew Richard-John Dieter
19 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
174 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B
Fee Structure
This brochure describes the fee policies for various services, including separately managed accounts, registered funds, subadvised funds, collective trust funds, private funds, retail managed accounts, global investment solutions, 529 plans, securitized asset funds and asset-liability management clients. Fees are negotiable and can vary based on the specific service and client. Contact the firm for detailed fee schedules.
Areas of Practice
Investment Management
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Advisor Information
Office location
Rocky River, OH
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Columbia Management Investment Distributors, INC.
May 2010 - Present · 15 yrs 8 mos
Columbia Management Investment Advisers, LLC
May 2010 - Present · 15 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 15 yrs 8 mos
Previous Registrations
Columbia Management Advisors, LLC
April 2007 - May 2010 · 3 yrs 1 mo
Columbia Management Distributors, INC.Broker
February 2007 - May 2010 · 3 yrs 3 mos
Blackrock Investments, INC.Broker
September 2006 - March 2007 · 6 mos
State Street Research Investment Services, INC.Broker
July 2006 - September 2006 · 2 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.