Zachary Perkins, financial advisor Boston MA

Zachary Perkins

CRD Number: 6962659
Current Firm: Eaton Vance Management

Zachary Perkins (CRD# 6962659) 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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Origin Financial
Company Name Location Dates Years
Eaton Vance Management Boston, MA Nov 2019 - Current 3
Eaton Vance Distributors, Inc. Boston, MA Nov 2019 - Current 3
Eaton Vance Management Boston, MA Jun 2018 - Nov 2019 1
Eaton Vance Distributors, Inc. Boston, MA Jun 2018 - Nov 2019 1
Full Time Education Hamden, CT Aug 2014 - May 2018 3
Crate And Barrel Highham, MA Dec 2017 - Jan 2018 < 1
Boston Financial Data Services Quincy, MA Jun 2017 - Aug 2017 < 1
State Street Quincy, MA Jun 2016 - Aug 2016 < 1
State Street Quincy, MA Jun 2015 - Aug 2015 < 1
Busy Bee Jumpers Whitman, MA May 2013 - Aug 2014 1
Full Time Education Whitman, MA Jan 2008 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Zachary S. Perkins
Phone Number: 617-482-8260
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    86,484
    MILLIONS
  • Total Number of Accounts
    6,721
    ACCOUNTS
  • Average Account Value
    $12,867,716
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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