Elizabeth McManus, financial advisor Boston MA
89 score

Elizabeth McManus

CRD Number: 6206709
Current Firm: Eaton Vance Management

Elizabeth McManus (CRD# 6206709) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Eaton Vance Management Boston, MA Sep 2014 - Current 2
Eaton Vance Distributors, Inc. Boston, MA Feb 2014 - Current 2
Eaton Vance Management Boston, MA Aug 2013 - Feb 2014 < 1
Eaton Vance Management Boston, MA Aug 2013 - Feb 2014 < 1
Eaton Vance Management Boston, MA Jun 2013 - Jul 2013 < 1
Eaton Vance Distributors, Inc. Boston, MA Jun 2013 - Jul 2013 < 1
Lehigh University Bethlehem, PA Apr 2012 - May 2013 1
Lehigh University Bethlehem, PA Oct 2011 - May 2013 1
Eaton Vance Distributors, Inc. Boston, MA Dec 2012 - Jan 2013 < 1
Eaton Vance Distributors, Inc. Boston, MA Jun 2012 - Aug 2012 < 1
The Red Lion Inn Cohasset, MA May 2011 - Aug 2011 < 1
N/a Norwell, MA Feb 2010 - Aug 2011 1
Gunther Tootie's Bagels Hanover, MA Jun 2009 - Jan 2010 < 1
N/a Norwell, MA Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Elizabeth H. McManus
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
89
Clean Record
This advisor has a clean track record with regulators.

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