Carlos Ignacio Del Valle-Ortiz

Employer firm

Eaton Vance Management CRD 104859

$97.0B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2019
  Eaton Vance Management
  Boston, MA
• 01/2016 → 05/2019
  Eaton Vance Distributors, Inc.
  Boston, MA
• 05/2019 → Present
  Eaton Vance Management
  Boston, MA
• 05/2019 → Present
  Eaton Vance Distributors, Inc.
  Boston, MA

Previous Registrations

• 2012-10-01 → 2014-08-12
  Signator Investors, Inc.
  Andover, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-20
• S63 Uniform Securities Agent State Law Examination
  2011-08-13

Other Names

• Carlos I Delvalle
• Carlos Del Valle Ortiz
• Carlos I Delvalle-Ortiz
• Carlos I Del Valle Ortiz
• Carlos Ignacio Del Valle Ortiz