DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

SCOTT ARTHUR AVERY

Advisor at COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Cary, NC | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d00a5243-84c1-71f0-5fce-65d7347d317b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 26
Exams: S63|S65
First exam: Oct 26, 1994
First registration: Feb 27, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1550880

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	May 1, 2010	n/a	yes	Cary, NC\|BOSTON, MA	Current employment
BOFA ADVISORS, LLC	Former SEC adviser	May 9, 2005	May 7, 2010	no	CARY, NC\|BOSTON, MA	Previous registration
COLUMBIA MANAGEMENT ADVISORS, INC.	n/a	Jun 21, 2004	May 9, 2005	no	BOSTON, MA	Previous registration
PUTNAM INVESTMENT MANAGEMENT, LLC	Asset manager	Feb 27, 2002	Jun 17, 2004	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOFA ADVISORS, LLC	COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	May 7, 2010	May 1, 2010	-6	Bulk transfer	Other
COLUMBIA MANAGEMENT ADVISORS, INC.	BOFA ADVISORS, LLC	May 9, 2005	May 9, 2005	0	Firm change	Other
PUTNAM INVESTMENT MANAGEMENT, LLC	COLUMBIA MANAGEMENT ADVISORS, INC.	Jun 17, 2004	Jun 21, 2004	4	Firm change	Other

Relationships

Registered with (4)

→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: current employment
May 1, 2010 to presentfactForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
May 9, 2005 to May 7, 2010factForm ADV
→ COLUMBIA MANAGEMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jun 21, 2004 to May 9, 2005factForm ADV
→ PUTNAM INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 27, 2002 to Jun 17, 2004factForm ADV

Dated events

No dated event names this entity yet.