Carlos I. Del Valle-ortiz
Professional summary
Carlos Ignacio Del Valle-ortiz, who also goes by Carlos I Del Valle Ortiz, Carlos Ignacio Del Valle Ortiz, Carlos Del Valle Ortiz, Carlos I Delvalle, Carlos I Delvalle-ortiz, is a registered financial advisor currently at EATON VANCE MANAGEMENT located in Boston, Massachusetts and EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.
Carlos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Carlos has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carlos Ignacio Del Valle-ortiz's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2014 - Present
EATON VANCE MANAGEMENT
Office #1: One Post Office Square, Boston, MA 02109September 23, 2014 - Present
EATON VANCE DISTRIBUTORS, INC.
Office #1: 1 Post Office Square, Boston, MA 02109October 1, 2012 - August 12, 2014
SIGNATOR INVESTORS, INC.
September 5, 2011 - August 12, 2014
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
EATON VANCE MANAGEMENT
CRD#: 104859 / SEC#: 801-15930
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
EATON VANCE MANAGEMENT
CRD#: 104859 / SEC#: 801-15930
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,053 |
| AUM (Assets Under Management) | $ 84,879,368,900 |
Red Flags
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Company Information
EATON VANCE MANAGEMENT
CRD#: 104859Boston, MA 02109TRUST BUT VERIFY
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