AE
AE

Alexander Edelman

33 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
117 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Financial Planning:Investment management only
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Location

One Post Office Square, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
October 2022 - Present · 3 yrs 4 mos
Eaton Vance Distributors, INC.Broker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Invesco Distributors, INC.Broker
April 2022 - June 2022 · 2 mos
Invesco Advisers, INC.
January 2022 - June 2022 · 5 mos
Columbia Management Investment Advisers, LLC
May 2012 - April 2021 · 8 yrs 11 mos
Bofa Advisors, LLC
December 2005 - May 2010 · 4 yrs 5 mos
Columbia Management Distributors, INC.Broker
August 2003 - May 2010 · 6 yrs 9 mos
Allmerica Investments, INC.Broker
July 1998 - October 2002 · 4 yrs 3 mos
Eaton Vance Distributors, INC.Broker
November 1996 - February 1997 · 3 mos
Eaton Vance Distributors, INC.Broker
May 1992 - November 1996 · 4 yrs 6 mos
Travelers Equities Sales, INC.Broker
July 1989 - December 1991 · 2 yrs 5 mos
First Investors CorporationBroker
August 1984 - May 1987 · 2 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.