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Investment Adviser Firm Summary

ANCHOR CAPITAL ADVISORS LLC (CRD# 105540 / SEC# 801-18930)
Alternate Names: ANCHOR CAPITAL ADVISORS INC , ANCHOR CAPITAL ADVISORS LLC , ANCHOR/RUSSELL WEALTH ADVISORS

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 05/12/1983

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 05/27/1992
Arizona 03/27/1995
Arkansas 05/12/1992
California 04/02/1992
Colorado 04/16/2015
Connecticut 12/29/1997
Delaware 03/31/2003
Florida 02/25/1992
Georgia 03/02/1992
Idaho 11/06/1992
Illinois 05/08/1992
Indiana 02/08/2001
Iowa 03/09/2017
Kansas 02/10/1992
Kentucky 01/17/1992
Maine 08/10/1992
Maryland 02/10/1992
Massachusetts 04/14/1994
Michigan 01/16/1998
Minnesota 11/06/1991
Mississippi 01/29/2001
Missouri 03/13/1992
Montana 01/01/1998
Nebraska 02/13/1992
Nevada 02/07/1992
New Hampshire 02/07/1992
New Jersey 04/04/1994
New Mexico 06/25/1992
New York 02/20/1992
North Carolina 05/11/2015
North Dakota 03/09/2017
Ohio 05/11/2015
Oklahoma 01/01/1998
Oregon 02/12/1992
Pennsylvania 11/05/1992
Rhode Island 01/01/1993
South Carolina 05/12/1992
South Dakota 01/27/1992
Tennessee 06/19/2012
Texas 05/18/1992
Utah 02/13/1992
Vermont 03/01/1995
Virginia 11/06/1991
Washington 09/11/1992
West Virginia 01/14/1992
Wisconsin 12/22/1999

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser