AA
Anthony J. Antonetti
EATON VANCE MANAGEMENT
BOSTON, MA 02109
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CRD#: 6779788
AA
Professional summary
Anthony Joseph Antonetti Jr., CIMA®, CPWA®, who also goes by Anthony Joseph Antonetti, is a registered financial advisor currently at EATON VANCE MANAGEMENT located in Boston, Massachusetts and EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Anthony has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony Joseph Antonetti
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) 06/10/2020 - VARSITY TUTORS, TUTOR HIGH SCHOOL AND COLLEGE STUDENTS STUDYING FOR FINRA EXAMS, FINANCE AND ECONOMICS COURSEWORK. 5 HOURS MONTHLY AND 0 HOURS DURING SECURITIES TRADING. 2) 04/09/2020 - DALTON & THE SHERIFFS, INC., SHAREHOLDER, NO ACTIVE MANAGEMENT OR BOARD DUTIES, NOT INVOLVED WITH ANY DECISION MAKING, PAID QUARTERLY CASH DIVIDEND, 1 HOUR PER YEAR DURING SECURITIES TRADING. 3) 05/22/2021 - CAFE TOSCA - BARTENDER/SERVER, BARTENDING AND SERVING TABLES, 10 HOURS PER WEEK, 0 HOURS DURING SECURITIES TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Antonetti Jr.'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®
CPWA®
Start date: 2022-06-06
Expire date: 2025-12-31
Experience
Current
March 19, 2018 - Present
EATON VANCE MANAGEMENT
Office #1: One Post Office Square, Boston, MA 02109RIA
CRD#: 104859
BOSTON, MA
Current
November 20, 2017 - Present
EATON VANCE DISTRIBUTORS, INC.
Office #1: One Post Office Square, Boston, MA 02109BD
CRD#: 37731
BOSTON, MA
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".
EV
EATON VANCE MANAGEMENT
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.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(3/9/2020)
RR
Alaska(3/9/2020)
RR
Arizona(3/9/2020)
RR
Arkansas(3/9/2020)
RR
California(3/9/2020)
RR
Colorado(3/9/2020)
RR
Connecticut(3/9/2020)
RR
Delaware(3/9/2020)
RR
District of Columbia(3/9/2020)
RR
Florida(5/16/2018)
RR
Georgia(3/9/2020)
RR
Hawaii(3/9/2020)
RR
Idaho(3/9/2020)
RR
Illinois(3/9/2020)
RR
Indiana(3/9/2020)
RR
Iowa(3/9/2020)
RR
Kansas(3/9/2020)
RR
Kentucky(3/9/2020)
RR
Louisiana(3/9/2020)
RR
Maine(3/9/2020)
RR
Maryland(3/9/2020)
RR
Massachusetts(2/20/2018)
IAR
Massachusetts(3/19/2018)
RR
Michigan(3/9/2020)
RR
Minnesota(3/9/2020)
RR
Mississippi(3/9/2020)
RR
Missouri(3/9/2020)
RR
Montana(3/9/2020)
RR
Nebraska(3/9/2020)
RR
Nevada(3/9/2020)
RR
New Hampshire(3/9/2020)
RR
New Jersey(3/9/2020)
RR
New Mexico(3/9/2020)
RR
New York(3/9/2020)
RR
North Carolina(3/9/2020)
RR
North Dakota(3/9/2020)
RR
Ohio(3/9/2020)
RR
Oklahoma(3/9/2020)
RR
Oregon(3/9/2020)
RR
Pennsylvania(3/9/2020)
RR
Puerto Rico(3/9/2020)
RR
Rhode Island(3/9/2020)
RR
South Carolina(3/9/2020)
RR
South Dakota(3/9/2020)
RR
Tennessee(3/9/2020)
RR
Texas(3/9/2020)
RR
Utah(3/9/2020)
RR
Vermont(3/9/2020)
RR
Virginia(3/9/2020)
RR
Washington(3/9/2020)
RR
West Virginia(3/9/2020)
RR
Wisconsin(3/9/2020)
RR
Wyoming(3/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EV
EATON VANCE MANAGEMENT
EATON VANCE MANAGEMENT
CRD#: 104859 / SEC#: 801-15930
RIA
Registered Investment Advisory firm - (2/20/1981 Approved)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 4,053 |
| AUM (Assets Under Management) | $ 84,879,368,900 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EATON VANCE MANAGEMENT
CRD#: 104859Boston, MA 02109TRUST BUT VERIFY
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