Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
1yr
Shepard Smith
Financial advisor at Columbia Management Investment Advisers
Shepard Smith is a fiduciary financial advisor in Boston, Massachusetts, with 1 year in the industry. Shepard joined Columbia Management Investment Advisers in 2025, a firm offering investment management, private fund management, and selecting outside investment managers. The firm 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
Experience1 years (since 2025)
How that compares ?1 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
- Oct 2025 – nowColumbia Management Investment Advisers, LLCCurrent firm
Questions to ask Shepard
Tailored to Shepard’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 Shepard
How do I contact Shepard?
Call Columbia Management Investment Advisers at 800-225-2365 and ask for Shepard Smith. Shepard works from the Boston, MA office.
How long has Shepard been a financial advisor?
Shepard has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Shepard hold?
Series 66. Tap any license on this page to see what it allows.
Is Shepard a fiduciary?
Shepard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shepard 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 Shepard 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Osbon Capital Management
47yrs
Top 1% by experience in Boston
UBS Financial Services
47yrs
Top 1% by experience in Boston