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AG

Arthur H. Getz

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CRD#: 4782426
AG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arthur H Getz III, who also goes by Arthur Henry Getz III, Chip Getz, Arthur H Getz III, Arthur Henry Getz, was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 2004. Arthur had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arthur Henry Getz Iii | Chip Getz | Arthur H Getz Iii | Arthur Henry Getz

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 31, 2022 - June 5, 2025

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

June 2, 2022 - October 5, 2022

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Grosse Pointe Farms, MI
Past

May 5, 2022 - June 2, 2022

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
PORTLAND, ME
Past

June 7, 2019 - March 14, 2022

HRC FUND ASSOCIATES, LLC

BD
CRD#: 142846
NEW YORK, NY
Past

April 21, 2016 - May 31, 2019

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
Grosse Pointe Farms, MI
Past

April 12, 2016 - May 31, 2019

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

January 15, 2015 - March 22, 2016

HATTERAS INVESTMENT PARTNERS, LP

RIA
CRD#: 170628
GROSSE POINT FARMS, MI
Past

January 14, 2015 - March 22, 2016

HATTERAS CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 143365
RALEIGH, NC
Past

November 21, 2014 - January 26, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

February 27, 2014 - June 11, 2014

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
CHICAGO, IL
Past

December 10, 2013 - November 5, 2014

ASTOR INVESTMENT MANAGEMENT LLC

RIA
CRD#: 169679
CHICAGO, IL
Past

March 1, 2013 - July 19, 2013

OAKPATH FINANCIAL

RIA
CRD#: 161366
NORTHBROOK, IL
Past

October 13, 2010 - May 22, 2012

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

May 28, 2009 - October 28, 2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

April 11, 2007 - November 5, 2008

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
CHICAGO, IL
Past

April 13, 2004 - January 8, 2007

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
OAKBROOK TERRACE, IL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EV
EATON VANCE DISTRIBUTORS, INC.
EATON VANCE DISTRIBUTORS, INC. | EV DISTRIBUTORS, INC. | EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731 / SEC#: , 8-47939

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Post Office Square, Boston, MA 02109
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(617) 482-8260
Established
Massachusetts since 07/15/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCSHAREHOLDER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
FAMIGLIETTI, FRANK JDIRECTOR2702269
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER7463692
LEFEVRE, BENJAMIN WILLIAMTEXAS DESIGNATED PRINCIPAL2261749
LEIMENSTOLL, ANDREW JOHNDIRECTOR4640636
MICHAUD, DAVID ANDREWDIRECTOR2730645
WITKOS, MATTHEW JOSEPHPRESIDENT, CEO, AND DIRECTOR2034689

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.

Company Information


EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

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