Eaton Vance Management

Eaton Vance Management (CRD# 104859) is a financial advisory firm headquartered in Boston, MA. They manage $73,036,634,870 in 6,906 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
Two International Place, Boston, MA 02110
https://uscharitablegifttrust.org
By the Numbers
  • Total Assets Under Management
    73,037
    MILLION
  • Total Number of Accounts
    6,906
    ACCOUNTS
  • Average Account Value
    $10,575,823
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
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 Management
Showing 1 - 10 of 169 top financial advisors.
1
Andres Alemann, financial advisor Boston MA
Andres C. Alemann
CRD#: 6526587
Two International Place, Boston, MA 02110

Andres Alemann (CRD# 6526587) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 4 years of experience in the finance industry.

2
James Allen, financial advisor Boston MA
James R. Allen
CRD#: 4345251
Two International Place, Boston, MA 02110

James Allen (CRD# 4345251) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 20 years of experience in the finance industry.

3
Anthony Antonetti, financial advisor Boston MA
Anthony J. Antonetti
CRD#: 6779788
Two International Place, Boston, MA 02110

Anthony Antonetti (CRD# 6779788) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 3 years of experience in the finance industry.

4
Christopher Arthur, financial advisor Boston MA
Christopher W. Arthur
CRD#: 4727003
Two International Place, Boston, MA 02110

Christopher Arthur (CRD# 4727003) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 17 years of experience in the finance industry.

5
Ira Baron, financial advisor Boston MA
Ira G. Baron
CRD#: 1954124
Two International Place, Boston, MA 02110

Ira Baron (CRD# 1954124) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 27 years of experience in the finance industry.

6
Tristan Benoit, financial advisor Boston MA
Tristan W. Benoit
CRD#: 5034436
Two International Place, Boston, MA 02110

Tristan Benoit (CRD# 5034436) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 15 years of experience in the finance industry.

7
Jacob Berrigan, financial advisor Boston MA
Jacob R. Berrigan
CRD#: 6555081
Two International Place, Boston, MA 02110

Jacob Berrigan (CRD# 6555081) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 3 years of experience in the finance industry.

8
Colton Blackman, financial advisor Boston MA
Colton J. Blackman
CRD#: 6087343
Two International Place, Boston, MA 02110

Colton Blackman (CRD# 6087343) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 5 years of experience in the finance industry.

9
Brian Blair, financial advisor Boston MA
Brian T. Blair
CRD#: 4110572
Two International Place, Boston, MA 02110

Brian Blair (CRD# 4110572) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 21 years of experience in the finance industry.

10
Robert Bortnick, financial advisor Boston MA
Robert H. Bortnick
CRD#: 1335428
Two International Place, Boston, MA 02110

Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 33 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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