Eaton Vance Wateroak Advisors

Eaton Vance Wateroak Advisors (CRD# 132047) is a financial advisory firm headquartered in Boston, MA. They manage $7,742,304,852 in 2,907 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,742
    MILLION
  • Total Number of Accounts
    2,907
    ACCOUNTS
  • Average Account Value
    $2,663,332
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Eaton Vance Wateroak Advisors
Showing 1 - 10 of 10 top financial advisors.
1
William C. Beattie
CRD#: 4004028
Two International Place, Boston, MA 02110

William Beattie (CRD# 4004028) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 20 years of experience in the finance industry. William Beattie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Keriann Bleiler
CRD#: 5723275
Two International Place, Boston, MA 02110

Keriann Bleiler (CRD# 5723275) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 10 years of experience in the finance industry.

3
Jennifer A. Eustance
CRD#: 5036842
Two International Place, Boston, MA 02110

Jennifer Eustance (CRD# 5036842) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 15 years of experience in the finance industry.

4
William M. Gillen
CRD#: 1459035
Two International Place, Boston, MA 02110

William Gillen (CRD# 1459035) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 34 years of experience in the finance industry.

5
James Gilloran
CRD#: 6337453
Two International Place, Boston, MA 02110

James Gilloran (CRD# 6337453) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 6 years of experience in the finance industry. James Gilloran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David C. McCabe
CRD#: 2387411
Two International Place, Boston, MA 02110

David McCabe (CRD# 2387411) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 26 years of experience in the finance industry.

7
George W. Saltonstall
CRD#: 1032290
Two International Place, Boston, MA 02110

George Saltonstall (CRD# 1032290) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 38 years of experience in the finance industry.

8
Jay A. Schlott
CRD#: 1756283
5240 East Desert Vista Road, Paradise Valley, AZ 85253

Jay Schlott (CRD# 1756283) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Paradise Valley, AZ and has over 28 years of experience in the finance industry.

9
Brandon J. Schwab
CRD#: 5026576
Two International Place, Boston, MA 02110

Brandon Schwab (CRD# 5026576) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 14 years of experience in the finance industry.

10
Michael B. Stephens
CRD#: 5119436
Two International Place, Boston, MA 02110

Michael Stephens (CRD# 5119436) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 6 years of experience in the finance industry.

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