Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
2yrs
Daniel Packard
Financial advisor at Columbia Management Investment Advisers
Based in Boston, Massachusetts, Daniel Packard is a fiduciary financial advisor with 2 years of industry experience. Daniel has been with Columbia Management Investment Advisers since 2025. 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.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeBoston, MA
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
- Oct 2025 – nowColumbia Management Investment Advisers, LLCCurrent firm
Contact Daniel
(800) 225-2365Columbia Management Investment Advisers main office Boston, MAOffice · 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 Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call Columbia Management Investment Advisers at (800) 225-2365 and ask for Daniel Packard. Daniel works from the Boston, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel 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 Daniel 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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