Alexander Edelman is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 34 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management. Their firm serves 3,826 clients with $97B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One Post Office Square, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alexander is an author and publisher in Connecticut since 2021. He dedicates minimal time outside of business hours to this activity.
Employment History
Current Registrations
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Previous Registrations
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
Columbia Management Investment Advisers, LLC
Bofa Advisors, LLC
Columbia Management Distributors, INC.Broker
Allmerica Investments, INC.Broker
Eaton Vance Distributors, INC.Broker
Eaton Vance Distributors, INC.Broker
Travelers Equities Sales, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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