Anthony Scalese, financial advisor Boston MA
90 score

Anthony Scalese

CRD Number: 5945918
Current Firm: Eaton Vance Management

Anthony Scalese (CRD# 5945918) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Eaton Vance Management Boston, MA Oct 2015 - Current 1
Eaton Vance Distributors, Inc. Boston, MA Oct 2015 - Current 1
Eaton Vance Distributors, Inc. Boston, MA Aug 2013 - Oct 2015 2
Eaton Vance Management Boston, MA Aug 2013 - Oct 2015 2
Eaton Vance Management Boston, MA Dec 2012 - Aug 2013 < 1
Eaton Vance Distributors, Inc. Boston, MA Jun 2012 - Aug 2013 1
University Of New Hampshire Durham, NH Aug 2008 - May 2012 3
Ameriprise Financial Portsmouth, NH Jun 2011 - Apr 2012 < 1
Allied Computer Brokers Amesbury, MA Jun 2006 - Jan 2012 5
Haverhill Country Club Haverhill, MA Aug 2007 - May 2008 < 1
Haverhill High School Haverhill, MA Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Anthony J. Scalese
Phone Number: 617-482-8260
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    84,236
    MILLIONS
  • Total Number of Accounts
    18,416
    ACCOUNTS
  • Average Account Value
    $4,574,072
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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