Robert M. Weldon

EATON VANCE MANAGEMENT

Milton, GA

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CRD#: 2591129

Professional summary

Robert M Weldon, CIMA®, who also goes by Robert Michael Weldon, is a registered financial advisor currently at EATON VANCE MANAGEMENT located in Milton, Georgia and EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Michael Weldon

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.

Canvas Investment Group, LLC - Start date 07/17/2017, unpaid, limited partner, no duties (silent partner).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M Weldon'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 29, 2020 - Present

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

Milton, GA

Current

August 18, 2020 - Present

EATON VANCE DISTRIBUTORS, INC.

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

CRD#: 37731

BOSTON, MA

Past

June 6, 2019 - August 4, 2020

STARWOOD CAPITAL, L.L.C.

CRD#: 146057

GREENWICH, CT

Past

June 24, 2015 - June 10, 2019

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

CHICAGO, IL

Past

June 24, 2015 - June 10, 2019

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

July 19, 1999 - October 21, 2014

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

November 10, 1997 - October 20, 2014

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

March 6, 1995 - October 16, 1997

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/18/2020)

Georgia
(8/18/2020)

IAR

Massachusetts
(9/29/2020)

South Carolina
(8/18/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/5/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/26/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/3/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/7/2008

General Securities Principal 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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Firm Stability Insights

Robert M. Weldon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert M Weldon's CRS (Customer Relationship Summary).

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

STARWOOD CAPITAL, L.L.C.

NUVEEN ASSET MANAGEMENT, LLC

NUVEEN SECURITIES, LLC

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

VP DISTRIBUTORS LLC

Primary Firm SEC Registration

EATON VANCE MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 12/26/1997

Series 6

Date: 3/3/1995

Series 24

Date: 1/7/2008

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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