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RIA / WealthAdvisor23 years in industry

Alexander Edelman

Advisor at EATON VANCE MANAGEMENT

BOSTON, MA

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Search this name across graphsid dfx:ria:98c41b59-b5d4-2691-9664-dc8cb1afe960

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 8, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EATON VANCE MANAGEMENT
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Aug 14, 2003
First registration: Dec 8, 2005
Dual registered: no
IAPD individual key: 1289930

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EATON VANCE MANAGEMENT	Asset manager	Oct 20, 2022	n/a	yes	BOSTON, MA	Current employment
INVESCO ADVISERS, INC.	Asset manager	Jan 6, 2022	Jun 10, 2022	no	ATLANTA, GA\|New York, NY	Previous registration
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	May 8, 2012	Apr 14, 2021	no	NEW YORK, NY\|BOSTON, MA\|New York, NY	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Dec 8, 2005	May 11, 2010	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVESCO ADVISERS, INC.	EATON VANCE MANAGEMENT	Jun 10, 2022	Oct 20, 2022	132	Firm change	Other
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	INVESCO ADVISERS, INC.	Apr 14, 2021	Jan 6, 2022	267	Firm change	Other
BOFA ADVISORS, LLC	COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	May 11, 2010	May 8, 2012	728	Bulk transfer	Other

Relationships

Registered with (4)

→ EATON VANCE MANAGEMENTRegistered adviserregistration: current employment
Oct 20, 2022 to presentfactForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Jan 6, 2022 to Jun 10, 2022factForm ADV
→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
May 8, 2012 to Apr 14, 2021factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 8, 2005 to May 11, 2010factForm ADV

Dated events

Occurred
Jun 10, 2022
Advisor changed firm
Alexander Edelman left Invesco Advisers, Inc. for Eaton Vance Management (registered 2022-10-20)
Form ADVobserved 4 days ago