Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richman is an investment advisor representative at Eaton Vance Management. David has been in the industry since 1987 and holds several licenses and registrations, including Series 7, Series 22, Series 39, Series 63, and Series 65. David is registered in Connecticut, Florida, Georgia, Massachusetts, and New York. David specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
04/17/2009 - Present
Eaton Vance Management (BOSTON MA)
PA
10/10/1994 - 10/30/1995
CRESAP, INC. (RADNOR PA)
NA
05/12/1986 - 01/07/1991
CAMBRIDGE EQUITY CORPORATION
NA
11/26/1983 - 05/02/1986
ANGELES/QUINOCO SECURITIES, INC.
NA
06/28/1982 - 11/01/1983
CIGNA SECURITIES, INC.
BC
Issued 12/10/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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