Eaton Vance Wateroak Advisors

Eaton Vance Wateroak Advisors (CRD# 132047) is a financial advisory firm headquartered in Boston, MA. They manage $10,364,186,929 in 5,264 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,364
    MILLION
  • Total Number of Accounts
    5,264
    ACCOUNTS
  • Average Account Value
    $1,968,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development 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
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 14 top financial advisors.
1
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 11 years of experience in the finance industry.

2
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 16 years of experience in the finance industry.

3
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 35 years of experience in the finance industry.

4
James A. 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 7 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.

5
Ron W. Henson
CRD#: 2985160
Two International Place, Boston, MA 02110

Ron Henson (CRD# 2985160) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 23 years of experience in the finance industry. Ron Henson 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
Vivien Johnson
CRD#: 5868570
145 Lincoln Avenue, Suite A, Winter Park, FL 32789

Vivien Johnson (CRD# 5868570) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Winter Park, FL and has over 4 years of experience in the finance industry.

7
Bradley R. Lacore
CRD#: 6191889
Two International Place, Boston, MA 02110

Bradley Lacore (CRD# 6191889) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Boston, MA and has over 8 years of experience in the finance industry. Bradley Lacore 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.

8
Lance C. Lemons
CRD#: 2740208
145 Lincoln Avenue, Suite A, Winter Park, FL 32789

Lance Lemons (CRD# 2740208) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Winter Park, FL and has over 24 years of experience in the finance industry.

9
Scott J. Macaione
CRD#: 2814678
145 Lincoln Avenue, Suite A, Winter Park, FL 32789

Scott Macaione (CRD# 2814678) is an Investment Advisor Representative working at Eaton Vance Wateroak Advisors in Winter Park, FL and has over 24 years of experience in the finance industry. Scott Macaione 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.

10
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 27 years of experience in the finance industry.

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