Steven Abbiuso, financial advisor Boston MA
89 score

Steven Abbiuso

CRD Number: 4542912
Current Firm: Eaton Vance Management

Steven Abbiuso (CRD# 4542912) 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 Distributors, Inc. Boston, MA Dec 2014 - Current 2
Eaton Vance Management Boston, MA Dec 2014 - Current 2
Unemployed Boston, MA Feb 2014 - Dec 2014 < 1
Sentinel Securities, Inc. Reading, MA Sep 2013 - Feb 2014 < 1
Purshe Kaplan Sterling Investments Albany, NY Jul 2013 - Sep 2013 < 1
New England Investment And Retirement Group, Inc. North Andover, MA Jun 2013 - Sep 2013 < 1
Detwiler Fenton Wealth Management Boston, MA Mar 2012 - Jul 2013 1
Detwiler Fenton Investment Management Boston, MA Mar 2012 - Jun 2013 1
Detwiler Fenton & Company Boston, MA Oct 2011 - Jun 2013 1
Wfs, LLC Boston, MA Jul 2002 - Oct 2011 9
Wainwright Investment Council Boston, MA Jul 2002 - Oct 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Steven J. Abbiuso
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
89
Clean Record
This advisor has a clean track record with regulators.

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