Alexander Edelman

EATON VANCE MANAGEMENT

BOSTON, MA 02109

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CRD#: 1289930

Professional summary

Alexander Edelman is a registered financial advisor currently at EATON VANCE MANAGEMENT located in Boston, Massachusetts and EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.

Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Alexander has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

* 515381 - Investment related-No; Connecticut; Publishing; Author of a book (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 5;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Edelman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 20, 2022 - Present

EATON VANCE MANAGEMENT

Office #1: One Post Office Square, Boston, MA 02109

RIA

CRD#: 104859

BOSTON, MA

Current

September 21, 2022 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: One Post Office Square, Boston, MA 02109

CRD#: 37731

BOSTON, MA

Past

April 21, 2022 - June 10, 2022

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

NEW YORK, NY

Past

January 6, 2022 - June 10, 2022

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

New York, NY

Past

May 8, 2012 - April 14, 2021

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

New York, NY

Past

December 8, 2005 - May 11, 2010

BOFA ADVISORS, LLC

RIA

CRD#: 107900

BOSTON, MA

Past

August 1, 2003 - May 11, 2010

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

July 24, 1998 - October 28, 2002

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

November 1, 1996 - February 19, 1997

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Past

May 26, 1992 - November 1, 1996

EATON VANCE DISTRIBUTORS, INC.

CRD#: 8039

BOSTON, MA

Past

July 18, 1989 - December 31, 1991

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

August 28, 1984 - May 28, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EATON VANCE MANAGEMENT

CRD#: 104859 / SEC#: 801-15930

RIA

Registered Investment Advisory firm - (2/20/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/20/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/1/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/14/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/21/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/18/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/1989

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/27/1984

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

EATON VANCE MANAGEMENT

CRD#: 104859 / SEC#: 801-15930

RIA

Registered Investment Advisory firm - (2/20/1981 Approved)

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Contact information

Main Address

One Post Office Square, Boston, MA 02109

Mailing Address

Phone number

(617) 482-8260

Established

Firm type

Fiscal year end

# of Employees

247

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVM FORM ADV PART 2A BROCHURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts	4,053
AUM (Assets Under Management)	$ 84,879,368,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alexander Edelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Edelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

INVESCO DISTRIBUTORS, INC.

INVESCO ADVISERS, INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

VERAVEST INVESTMENTS, INC.

EATON VANCE DISTRIBUTORS, INC.

EATON VANCE DISTRIBUTORS, INC.

TOWER SQUARE SECURITIES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EATON VANCE MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2005

Series 63

Date: 8/14/2003

Series 7TO

Date: 4/21/2022

SIE

Date: 4/18/2022

Series 7

Date: 7/15/1989

Series 6

Date: 8/27/1984

FINRA

Current Firm

EATON VANCE MANAGEMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EATON VANCE MANAGEMENT

TRUST BUT VERIFY

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