Daniel Negus (CRD# 6884785) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Management | Boston, MA | Oct 2018 - Current | 5 |
| Eaton Vance Distributors, Inc. | Boston, MA | Oct 2018 - Current | 5 |
| Boston Golf Club | Hingham, MA | Jun 2017 - Current | 6 |
| Cohasset Golf Club | Cohasset, MA | Jun 2013 - Current | 10 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jan 2018 - Oct 2018 | < 1 |
| Eaton Vance Management | Boston, MA | Jan 2018 - Oct 2018 | < 1 |
| Endicott College | Beverly, MA | Aug 2013 - May 2017 | 3 |
| Mfs Investment Management | Boston, MA | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- MA
-
Total Assets Under Management63,043MILLIONS
-
Total Number of Accounts3,851ACCOUNTS
-
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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