Calum Daly, financial advisor Boston MA

Calum Daly

CRD Number: 6773253
Current Firm: Eaton Vance Management

Calum Daly (CRD# 6773253) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Eaton Vance Boston, MA May 2021 - Current 1
Putnam Investments Boston, MA Sep 2018 - May 2021 2
Seem Collaborative Melrose, MA May 2018 - Aug 2018 < 1
Bryant University Smithfield, RI Sep 2014 - May 2018 3
Brown Brothers Harriman Boston, MA Jun 2017 - Aug 2017 < 1
Campus Kids Melrose, MA Jun 2012 - Aug 2016 4
N/a Malden, MA Jul 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Calum Daly
Phone Number: 617-482-8260
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    86,484
    MILLIONS
  • Total Number of Accounts
    6,721
    ACCOUNTS
  • Average Account Value
    $12,867,716
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, VI, VT, WA, WI, WV, WY

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