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Tyler R Cortelezzi

Eaton Vance Management

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About Tyler R Cortelezzi

Tyler R Cortelezzi is a registered investment advisor representative with Eaton Vance Management, located in Boston, Massachusetts. Tyler has been in the industry since 2007 and has a broad range of experience, having worked at both Eaton Vance and Hartford Life Distributors, LLC. Tyler holds the Series 6, Series 7, Series 63, and Series 65 licenses. Eaton Vance Management is a large firm with over 160 employees and offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They manage a wide range of assets, including mutual funds, separately managed accounts, and retirement plans.

Firm Information

Tyler Cortelezzi is currently registered with Eaton Vance Management. Eaton Vance Management is an investment advisor headquartered in BOSTON, MA. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Eaton Vance Management has approximately $63.04 billion in regulatory assets under management.
Eaton Vance Management

ONE POST OFFICE SQUARE

BOSTON, MA 02109

$63.04B

Assets Under Management

8

Total Clients

133

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of portfolio income

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Tyler Cortelezzi’s Registration & Firm History

MA

01/06/2012 - Present

Eaton Vance Management (BOSTON MA)

PA

12/10/2007 - 11/07/2011

HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 12/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2012

Series 7 - General Securities Representative Examination

BC

Issued 12/08/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler R Cortelezzi.
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