Richard Froio (CRD# 2214598) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 32 years of experience in the finance industry.
CRD# 2931470
Scs Capital Management LLC
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Services Group, Inc. | Boston, MA | Jan 2022 - Current | 2 |
| Eaton Vance Distributors, Inc. | Boston, MA | Oct 2017 - Current | 6 |
| Eaton Vance Management | Boston, MA | Oct 2017 - Current | 6 |
| Pacific Investment Management Company LLC | Newport Beach, CA | Dec 2012 - Oct 2017 | 4 |
| Pimco Investments LLC | Newport Beach, CA | Dec 2012 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- MA
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Total Assets Under Management63,043MILLIONS
-
Total Number of Accounts3,851ACCOUNTS
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Average Account Value$16,370,621
- A percentage of assets under your management
- Performance-based fees
- Other
- 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
- Selection of other advisers (including private fund managers)
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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