Eric Eaton, financial advisor Boston MA

Eric Eaton

CRD Number: 5069790
Current Firm: Knights Of Columbus Asset Advisors LLC

Eric Eaton (CRD# 5069790) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Knights Of Columbus Asset Advisors Boston, MA Oct 2019 - Current 2
Boston Advisors, LLC Boston, MA Aug 2016 - Sep 2019 3
Harvard Business School Boston, MA Sep 2014 - Jul 2016 1
Boston Advisors, LLC Boston, MA Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Eric R. Eaton
Phone Number: 844-523-8637
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    28,710
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $512,671,637
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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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