NP
Noelle C. Petrillo
EATON VANCE DISTRIBUTORS
Seattle, WA 98104
Some features on this profile are disabled
CRD#: 5454248
NP
Professional summary
Noelle C Petrillo, CIMA®, who also goes by Noelle Carise Hoffman, Noelle Petrillo, is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in Seattle, Washington.
Noelle is registered as a RR (Registered Representative) and started their career in finance in 2008. Noelle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Noelle Carise Hoffman | Noelle Petrillo
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.
(1) Name of Business : N/A
Address: 9148 Lake Chase Island Way,Tampa, FL
Nature of the Business: Rental Real Estate
Position/Title: Proprietor/Owner
Investment Related: No
Start Date: 01/31/2014
Hours per month devoted to this business: 0
Hours per month devoted to this business during trading hours: 0
Description of duties: Own rental property
(2) Name of Business : N/A
Address: 800 S Dakota Ave #116,Tampa, FL
Nature of the Business: Rental Real Estate
Position/Title: Proprietor/Owner
Investment Related:No
Start Date: 08/01/2014
Hours per month devoted to this business: 0
Hours per month devoted to this business during trading hours: 0
Description of duties: Rental property that I rent out in Tampa
CRS (Client Relationship Summary) - BD
Click below to view Noelle C Petrillo's 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®
Experience
Current
March 26, 2025 - Present
EATON VANCE DISTRIBUTORS, INC.
Office #1: 800 Fifth Avenue Suite 2800, Seattle, WA 98104BD
CRD#: 37731
Seattle, WA
Past
November 3, 2021 - February 27, 2025
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
WEST PALM BEACH, FL
Past
November 1, 2021 - February 27, 2025
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
WEST PALM BEACH, FL
Past
September 12, 2008 - October 20, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ST. PETERSBURG, FL
Past
May 21, 2008 - October 20, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Alabama(3/26/2025)
RR
Alaska(3/26/2025)
RR
Arizona(3/26/2025)
RR
Arkansas(3/26/2025)
RR
California(3/26/2025)
RR
Colorado(3/26/2025)
RR
Connecticut(3/26/2025)
RR
Delaware(3/26/2025)
RR
District of Columbia(3/26/2025)
RR
Florida(3/26/2025)
RR
Georgia(3/26/2025)
RR
Hawaii(3/26/2025)
RR
Idaho(3/26/2025)
RR
Illinois(3/26/2025)
RR
Indiana(3/26/2025)
RR
Iowa(3/26/2025)
RR
Kansas(3/26/2025)
RR
Kentucky(3/26/2025)
RR
Louisiana(3/26/2025)
RR
Maine(3/26/2025)
RR
Maryland(3/26/2025)
RR
Massachusetts(3/26/2025)
RR
Michigan(3/26/2025)
RR
Minnesota(3/26/2025)
RR
Mississippi(3/26/2025)
RR
Missouri(3/26/2025)
RR
Montana(3/26/2025)
RR
Nebraska(3/26/2025)
RR
Nevada(3/26/2025)
RR
New Hampshire(3/26/2025)
RR
New Jersey(3/26/2025)
RR
New Mexico(3/26/2025)
RR
New York(3/26/2025)
RR
North Carolina(3/26/2025)
RR
North Dakota(3/26/2025)
RR
Ohio(3/27/2025)
RR
Oklahoma(3/26/2025)
RR
Oregon(3/26/2025)
RR
Pennsylvania(3/26/2025)
RR
Puerto Rico(3/26/2025)
RR
Rhode Island(3/26/2025)
RR
South Carolina(3/26/2025)
RR
South Dakota(3/26/2025)
RR
Tennessee(3/26/2025)
RR
Texas(3/26/2025)
RR
Utah(3/26/2025)
RR
Vermont(3/26/2025)
RR
Virginia(3/26/2025)
RR
Washington(3/26/2025)
RR
West Virginia(3/26/2025)
RR
Wisconsin(3/26/2025)
RR
Wyoming(3/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MORGAN STANLEY CAPITAL MANAGEMENT, LLC | SHAREHOLDER | |
| FAHEY, LAWRENCE LOUIS | PRINCIPAL OPERATIONS OFFICER | 2097212 |
| FAMIGLIETTI, FRANK J | DIRECTOR | 2702269 |
| KASETA, LYNN M | CHIEF COMPLIANCE OFFICER | 6451373 |
| KUSH, ANTHONY N | PRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER | 7463692 |
| LEFEVRE, BENJAMIN WILLIAM | TEXAS DESIGNATED PRINCIPAL | 2261749 |
| LEIMENSTOLL, ANDREW JOHN | DIRECTOR | 4640636 |
| MICHAUD, DAVID ANDREW | DIRECTOR | 2730645 |
| WITKOS, MATTHEW JOSEPH | PRESIDENT, CEO, AND DIRECTOR | 2034689 |
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.
