Daniel Packard
Investment Adviser Representative at Columbia Management Investment Advisers, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Packard is an investment adviser representative with Columbia Management Investment Advisers, LLC in Boston, MA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 135
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
4 states and territories
California, Massachusetts, Nevada, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hingham Recreation DepartmentJun 2019 – Aug 2021Hingham, MA
- THE BETH Kitchen & BARMay 2022 – Aug 2022Hingham, MA
- Fidelity InvestmentsJun 2024 – Aug 2025Smithfield, RI
- Granite TelecommunicationsJun 2023 – Dec 2023Quincy, MA
- Full-time EducationSep 2022 – May 2023Providence, RI
- Full-time EducationSep 2021 – May 2022Providence, RI
- Full-time EducationSep 2023 – May 2024Providence, RI
- UnemployedMay 2014 – May 2019Hingham, MA
- Full-time EducationSep 2020 – May 2021Providence, RI
- Lululemon AthleticaOct 2021 – Jan 2024Hingham, MA
- College PaintersMay 2022 – Aug 2022Hingham, MA
- Columbia Management Investment Distributors, IncAug 2025 – no end date reportedBoston, MA
- Columbia Management Investment Advisers, LLCOct 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Columbia Management Investment Advisers, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 196
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Boston, MA
- SEC file number:
- 801-25943
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Columbia Management Investment Advisers, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Packard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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