Brian Blair (CRD# 4110572) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 23 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Management | Boston, MA | Jan 2020 - Current | 3 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jan 2020 - Current | 3 |
| Eaton Vance Management | Boston, MA | Jan 2016 - Jan 2020 | 4 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jan 2016 - Jan 2020 | 4 |
| Eaton Vance Distributors, Inc. | Boston, MA | Nov 2009 - Jan 2016 | 6 |
| Eaton Vance Management | Boston, MA | Nov 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management77,205MILLIONS
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Total Number of Accounts6,289ACCOUNTS
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Average Account Value$12,276,230
- 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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