Eaton Vance Management

Eaton Vance Management (CRD# 104859) is a financial advisory firm headquartered in Boston, MA. They manage $63,043,262,559 in 3,851 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    63,043
    MILLION
  • Total Number of Accounts
    3,851
    ACCOUNTS
  • Average Account Value
    $16,370,621
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 11 - 20 of 122 top financial advisors.
11
Matthew A. Clenney
CRD#: 6157117
One Post Office Square, Boston, MA 02109

Matthew Clenney (CRD# 6157117) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 8 years of experience in the finance industry.

12
Tyler R. Cortelezzi
CRD#: 5199521
One Post Office Square, Boston, MA 02109

Tyler Cortelezzi (CRD# 5199521) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 16 years of experience in the finance industry.

13
Patrick J. Cosgrove
CRD#: 1831078
One Post Office Square, Boston, MA 02109

Patrick Cosgrove (CRD# 1831078) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 35 years of experience in the finance industry.

14
Robert B. Cruice
CRD#: 6176970
One Post Office Square, Boston, MA 02109

Robert Cruice (CRD# 6176970) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 9 years of experience in the finance industry.

15
John A. Cullen
CRD#: 5224778
One Post Office Square, Boston, MA 02109

John Cullen (CRD# 5224778) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 17 years of experience in the finance industry.

16
Robert R. Curtis
CRD#: 3187473
One Post Office Square, Boston, MA 02109

Robert Curtis (CRD# 3187473) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 25 years of experience in the finance industry.

17
Brian P. Dailey
CRD#: 5686233
One Post Office Square, Boston, MA 02109

Brian Dailey (CRD# 5686233) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 9 years of experience in the finance industry.

18
Kevin M. Darrow
CRD#: 3116722
One Post Office Square, Boston, MA 02109

Kevin Darrow (CRD# 3116722) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 25 years of experience in the finance industry.

19
Sheila A. Decaprio
CRD#: 5846495
One Post Office Square, Boston, MA 02109

Sheila Decaprio (CRD# 5846495) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 13 years of experience in the finance industry.

20
Carlos I. Del Valle-Ortiz
CRD#: 5953783
One Post Office Square, Boston, MA 02109

Carlos Del Valle-Ortiz (CRD# 5953783) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 12 years of experience in the finance industry.

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