Allison Devine (CRD# 6736702) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Management | Boston, MA | May 2018 - Current | 5 |
| Eaton Vance Distributors, Inc. | Boston, MA | May 2018 - Current | 5 |
| Eaton Vance Management | Boston, MA | Jun 2017 - May 2018 | < 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jun 2017 - May 2018 | < 1 |
| College Of The Holy Cross | Worcester, MA | Aug 2016 - Jun 2017 | < 1 |
| Natixis Global Asset Management | Boston, MA | May 2016 - Aug 2016 | < 1 |
| National University Of Ireland, Galway | Galway, | Aug 2015 - May 2016 | < 1 |
| Hallmark Health System | Woburn, MA | May 2015 - Aug 2015 | < 1 |
| College Of The Holy Cross | Worcester, MA | Aug 2014 - May 2015 | < 1 |
| Hallmark Health System | Woburn, MA | Jun 2014 - Aug 2014 | < 1 |
| College Of The Holy Cross | Worcester, MA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- MA
-
Total Assets Under Management63,043MILLIONS
-
Total Number of Accounts3,851ACCOUNTS
-
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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