Alexander Edelman

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

• 07/2003 → 03/2021
  Columbia Management Group
  Boston, MA
• 12/2005 → 03/2021
  Columbia Management Advisors, Llc
  Boston, MA
• 12/2021 → 06/2022
  Invesco
  New York, NY
• 04/2021 → 12/2021
  Unemployed
  Marlborough, MA
• 07/2022 → Present
  Eaton Vance Distributors, Inc.
  Boston, MA

Previous Registrations

• 2022-01-06 → 2022-06-10
  Invesco Advisers, Inc.
  New York, NY
  Atlanta, GA
• 2012-05-08 → 2021-04-14
  Columbia Management Investment Advisers, Llc
  New York, NY
  Boston, MA
  New York, NY
• 2005-12-08 → 2010-05-11
  Bofa Advisors, Llc
  Boston, MA

Other Businesses

* 515381 - Investment related-No; Connecticut; Publishing; Author of a book (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 5;

Exams

• S66 Uniform Combined State Law Examination
  2005-12-01
• S63 Uniform Securities Agent State Law Examination
  2003-08-14