Anthony Antonetti (CRD# 6779788) 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# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Management | Boston, MA | Mar 2020 - Current | 4 |
| Eaton Vance Distributors, Inc. | Boston, MA | Mar 2020 - Current | 4 |
| Eaton Vance Management | Boston, MA | May 2018 - Mar 2020 | 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | May 2018 - Mar 2020 | 1 |
| Eaton Vance Management | Boston, MA | Jun 2017 - May 2018 | < 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jun 2017 - May 2018 | < 1 |
| Merrimack College | North Andover, MA | Oct 2015 - May 2017 | 1 |
| Merrimack College | North Andover, MA | Oct 2014 - May 2017 | 2 |
| School | Abington, MA | Sep 1998 - May 2017 | 18 |
| John Hancock Investments | Boston, MA | May 2016 - Aug 2016 | < 1 |
| Lvi Boston | Braintree, MA | May 2015 - Aug 2015 | < 1 |
| South Shore Hospital | Weymouth, MA | Aug 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- MA
-
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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