Robert Weldon (CRD# 2591129) is an Investment Advisor Representative working at Eaton Vance Management in Milton, GA and has over 25 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Distributors. Inc. | Boston, MA | Aug 2020 - Current | 3 |
| Starwood Capital, LLC | Greenwich, CT | Jun 2019 - Aug 2020 | 1 |
| Nuveen Investments | Chicago, IL | Jun 2015 - Jun 2019 | 4 |
| Mertz Taggert | Johns Creek, GA | Jan 2015 - May 2015 | < 1 |
| Lord Abbett & Company LLC | Jersey City, NJ | Oct 1997 - Oct 2014 | 17 |
| Lord Abbett Distributor LLC | New York, NY | Oct 1997 - Oct 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1998 |
- MA
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Total Assets Under Management63,043MILLIONS
-
Total Number of Accounts3,851ACCOUNTS
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Average Account Value$16,370,621
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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