Kevin Liederbach, financial advisor Boston MA
90 score

Kevin Liederbach

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Kevin B. Liederbach
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
90
Clean Record
This advisor has a clean track record with regulators.

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