Kristopher Frank, financial advisor Boston MA

Kristopher Frank

CRD Number: 6597301
Current Firm: Eaton Vance Management

Kristopher Frank (CRD# 6597301) 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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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Eaton Vance Mangement Boston, MA Jun 2017 - Current 4
Eaton Vance Distributors, Inc. Boston, MA Jun 2017 - Current 4
Fidelity Investments Merrimack, NH Jul 2016 - Jun 2017 < 1
Endicott College Beverly, MA Sep 2014 - May 2017 2
Endicott College Beverly, MA Sep 2014 - May 2017 2
Centinel Financial Group Osterville, MA Jan 2016 - Jan 2016 < 1
Bank Of Cape Cod Hyannis, MA Jan 2015 - Jan 2015 < 1
Unemployed/student Centerville, MA Sep 2007 - Sep 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Kristopher O. Frank
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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