ZG
Zeev I. Gray-mandell
EATON VANCE DISTRIBUTORS
BOSTON, MA 02109
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CRD#: 6876459
ZG
Professional summary
Zeev Itai Gray-mandell, who also goes by Zeev Gray-mandell, Zeev Itai Gray-mandell, is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.
Zeev is registered as a RR (Registered Representative) and started their career in finance in 2018. Zeev has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Zeev Gray-Mandell | Zeev Itai Gray-Mandell
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) Polen Capital Management, LLC; Investment Related; Boca Raton, FL; Investment Manager; Relationship Associate; 5/22 Start Date; 160 hours per month, 0 during trading hours. 2) Royale Society; Non-Investment Related; Miami, FL; Began 09/2022; Hospitality; Host; Greet, host and support guests at weekend events; 30 hours per month with 0 during trading hours
CRS (Client Relationship Summary) - BD
Click below to view Zeev Itai Gray-mandell'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®
NoneExperience
Current
February 23, 2024 - Present
EATON VANCE DISTRIBUTORS, INC.
Office #1: One Post Office Square, Boston, MA 02109BD
CRD#: 37731
BOSTON, MA
Past
September 21, 2022 - November 7, 2023
POLEN CAPITAL MANAGEMENT, LLC
RIA
CRD#: 106093
BOCA RATON, FL
Past
June 15, 2022 - November 7, 2023
FORESIDE FUNDS DISTRIBUTORS LLC
BD
CRD#: 31334
BOCA RATON, FL
Past
March 5, 2019 - May 24, 2022
EATON VANCE MANAGEMENT
RIA
CRD#: 104859
BOSTON, MA
Past
September 25, 2018 - May 23, 2022
EATON VANCE DISTRIBUTORS, INC.
BD
CRD#: 37731
BOSTON, MA
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(2/23/2024)
RR
Alaska(1/15/2025)
RR
Arizona(1/15/2025)
RR
Arkansas(2/23/2024)
RR
California(1/15/2025)
RR
Colorado(1/15/2025)
RR
Connecticut(1/15/2025)
RR
Delaware(2/23/2024)
RR
District of Columbia(2/23/2024)
RR
Florida(2/23/2024)
RR
Georgia(2/23/2024)
RR
Hawaii(1/15/2025)
RR
Idaho(1/15/2025)
RR
Illinois(1/15/2025)
RR
Indiana(1/15/2025)
RR
Iowa(1/15/2025)
RR
Kansas(1/15/2025)
RR
Kentucky(2/23/2024)
RR
Louisiana(2/23/2024)
RR
Maine(1/15/2025)
RR
Maryland(2/23/2024)
RR
Massachusetts(1/15/2025)
RR
Michigan(1/15/2025)
RR
Minnesota(1/15/2025)
RR
Mississippi(2/23/2024)
RR
Missouri(1/15/2025)
RR
Montana(1/15/2025)
RR
Nebraska(1/15/2025)
RR
Nevada(1/15/2025)
RR
New Hampshire(1/15/2025)
RR
New Jersey(1/15/2025)
RR
New Mexico(1/15/2025)
RR
New York(1/15/2025)
RR
North Carolina(2/23/2024)
RR
North Dakota(1/15/2025)
RR
Ohio(1/21/2025)
RR
Oklahoma(1/15/2025)
RR
Oregon(1/15/2025)
RR
Pennsylvania(1/15/2025)
RR
Puerto Rico(2/23/2024)
RR
Rhode Island(1/15/2025)
RR
South Carolina(2/23/2024)
RR
South Dakota(1/15/2025)
RR
Texas(1/15/2025)
RR
Utah(1/15/2025)
RR
Vermont(1/15/2025)
RR
Virgin Islands(1/15/2025)
RR
Virginia(2/23/2024)
RR
Washington(1/15/2025)
RR
West Virginia(2/23/2024)
RR
Wisconsin(1/15/2025)
RR
Wyoming(1/15/2025)
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.
Company Information
EATON VANCE DISTRIBUTORS, INC.
CRD#: 37731Boston, MA 02109TRUST BUT VERIFY
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