Erin Kace, financial advisor Boston MA

Erin Kace

CRD Number: 5051906
Current Firm: Eaton Vance Management

Erin Kace (CRD# 5051906) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Eaton Vance Management Boston, MA Nov 2013 - Current 8
Eaton Vance Distributors, Inc. Boston, MA Nov 2013 - Current 8
Eaton Vance Distributors, Inc. Boston, MA Mar 2012 - Nov 2013 1
Eaton Vance Management Boston, MA Aug 2008 - Nov 2013 5
Eaton Vance Distributors, Inc. Boston, MA Feb 2008 - Feb 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Erin E. Kace
Phone Number: 617-482-8260
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    73,037
    MILLIONS
  • Total Number of Accounts
    6,906
    ACCOUNTS
  • Average Account Value
    $10,575,823
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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