Erin KaceCRD 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.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|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|
Total Assets Under Management73,037MILLIONS
Total Number of Accounts6,906ACCOUNTS
Average Account Value$10,575,823
- A percentage of assets under your management
- Performance-based fees
- 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
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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