Waverly Advisors
47yrs
Top advisor by experience in Birmingham
8yrs
Alec Smith
Financial advisor at Columbia Management Investment Advisers
Alec Smith is a fiduciary financial advisor in Birmingham, Alabama, with 8 years in the industry. Alec joined Columbia Management Investment Advisers in 2022, a firm offering investment management, private fund management, and selecting outside investment managers. Columbia Management Investment Advisers reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeBirmingham, AL
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$817,545
Advisors at the firm201
States licensed ?1 state
Services through Columbia Management Investment Advisers
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowColumbia Management Investment Advisers, LLCCurrent firm
Contact Alec
(800) 225-2365Firm headquarters in Boston, MA. Ask for Alec. Birmingham, ALOffice · Get directions LinkedIn pageColumbia Management Investment AdvisersIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Alec
Tailored to Alec’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alec
How do I contact Alec?
Call Columbia Management Investment Advisers at (800) 225-2365 and ask for Alec Smith. Alec works from the Birmingham, AL office.
How long has Alec been a financial advisor?
Alec has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Alec hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alec a fiduciary?
Alec is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alec paid?
Columbia Management Investment Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Alec for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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