Unclaimed Profile

Victoria Eckstein

CALVERT RESEARCH AND MANAGEMENT·WASHINGTON, District of Columbia

CALVERT RESEARCH AND MANAGEMENT

2050 M STREET NW, WASHINGTON, DC 20036CRD# 5285604Firm CRD# 285127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victoria Eckstein · WASHINGTON, DC

Registration

CRD #5285604 · CALVERT RESEARCH AND MANAGEMENT

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Victoria Eckstein is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with CALVERT RESEARCH AND MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CALVERT RESEARCH AND MANAGEMENT

AUM

$38.4B

Regulatory assets under management

Employees

210

Total firm employees

View all advisors at CALVERT RESEARCH AND MANAGEMENT →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5285604

Firm CRD# 285127

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Victoria Eckstein offer?

Victoria Eckstein specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are Victoria Eckstein's credentials?

Victoria Eckstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victoria Eckstein located?

Victoria Eckstein is based in WASHINGTON, District of Columbia, working with CALVERT RESEARCH AND MANAGEMENT. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does Victoria Eckstein charge for services?

Victoria Eckstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALVERT RESEARCH AND MANAGEMENT?

CALVERT RESEARCH AND MANAGEMENT has approximately 210 employees and manages $38.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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