Kevin LiederbachCRD Number: 6088768
Current Firm: Eaton Vance Management
Kevin Liederbach (CRD# 6088768) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Eaton Vance Management||Boston, MA||Apr 2016 - Current||1|
|Eaton Vance Distributors, Inc.||Boston, MA||Apr 2016 - Current||1|
|Eaton Vance Distributors, Inc.||Boston, MA||Aug 2013 - Apr 2016||2|
|Eaton Vance Management||Boston, MA||Aug 2013 - Apr 2016||2|
|Eaton Vance Management||Boston, MA||Mar 2013 - Aug 2013||< 1|
|Eaton Vance Distributors, Inc.||Boston, MA||Jun 2012 - Aug 2013||1|
|Student||Dayton, OH||Aug 2011 - Jun 2012||< 1|
|Chemsafe International||Cleveland, OH||Jun 2011 - Aug 2011||< 1|
|Student||Dayton, OH||Aug 2010 - Jun 2011||< 1|
|Aileron||Dayton, OH||May 2010 - Dec 2010||< 1|
|Student||Dayton, OH||Aug 2009 - May 2010||< 1|
|Brown & Brown||Detroit, MI||Jun 2009 - Aug 2009||< 1|
|Student||Dayton, OH||Aug 2008 - May 2009||< 1|
|Bertakis Development Company||Roseville, MI||May 2008 - Aug 2008||< 1|
|Student||Grosse Pointe, MI||Jan 2002 - May 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management84,236MILLIONS
Total Number of Accounts18,416ACCOUNTS
Average Account Value$4,574,072
- 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, VT, WA, WI, WV
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