Andrew Dillon (CRD# 6110486) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 2513892
Advanced Portfolio Design, LLC
Score
103
CRD# 5189191
Assetgrade, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Management | Boston, MA | Feb 2016 - Current | 2 |
| Eaton Vance Distributors, Inc. | Boston, MA | Feb 2016 - Current | 2 |
| Eaton Vance Management | Boston, MA | Oct 2013 - Feb 2016 | 2 |
| Eaton Vance Distributors, Inc. | Boston, MA | Oct 2013 - Feb 2016 | 2 |
| Eaton Vance Management | Boston, MA | Jul 2013 - Oct 2013 | < 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jul 2013 - Oct 2013 | < 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | Aug 2012 - Jul 2013 | < 1 |
| Eaton Vance Management | Boston, MA | Aug 2012 - Jul 2013 | < 1 |
| Union College | Schenectady, NY | Sep 2008 - Jun 2012 | 3 |
| Ups | Torrington/glenville, CT | Dec 2008 - Feb 2012 | 3 |
| Avon Old Farms School | Avon, CT | Sep 2004 - Jun 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- MA
-
Total Assets Under Management91,061MILLIONS
-
Total Number of Accounts35,449ACCOUNTS
-
Average Account Value$2,568,801
- 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
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, VT, WA, WI, WV
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