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Advisors / Massachusetts / Boston
4yrs

John Chapel

Financial advisor at Columbia Management Investment Advisers

John Chapel is a fiduciary financial advisor in Boston, Massachusetts, with 4 years in the industry. John joined Columbia Management Investment Advisers in 2022, after less than a year at Merrill. Columbia Management Investment Advisers offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02210Fiduciary advisor
Call the officeDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office290 Congress Street, Boston, MA 02210
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.

Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. May 2022 – Jun 2022
    MerrillPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 John

How do I contact John?

Call John’s local office at (617) 747-1289 or the Columbia Management Investment Advisers main office at (800) 225-2365, and ask for John Chapel.

How long has John been a financial advisor?

John has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does John hold?

Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John 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 John 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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