Michael DietrichCRD Number: 6125534
Current Firm: Eaton Vance Management
Michael Dietrich (CRD# 6125534) 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 Managment||Boston, MA||Jun 2016 - Current||1|
|Eaton Vance Distributors, Inc.||Boston, MA||Jun 2016 - Current||1|
|Ubs Financial Services Inc.||Boston, MA||Jul 2013 - Current||4|
|Morgan Stanley||Boston, MA||Oct 2012 - Jul 2013||< 1|
|The Dietrich Group||Boston, MA||Jan 2010 - Sep 2012||2|
|Boston City Properties||Boston, MA||Jan 2008 - Sep 2010||2|
|Kodak Gallery/sierra Nevada Pro Cycling Team||Smartville, CA||Oct 2005 - Dec 2007||2|
|University Of Arizona/mass Bay Comm. College||Boston/tucson, AZ||Sep 2001 - May 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 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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