Joseph Aaron Brody

Employer firm

Eaton Vance Management CRD 104859

$97.0B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Eaton Vance Distrbutors, Inc.
  Boston, MA
• 05/2016 → Present
  Eaton Vance Management
  Boston, MA

Other Businesses

(1) 475119 - 2256 Lawndale LLC / Investment Related / Chicago, IL / Real Estate / Partner / Start 31-December-2021 / During business hours: 0 / After business hours: 3 / Accounting, Bookkeeping (2) 475616 - 2434 N. Orchard / Investment Related / Chicago, IL / Real Estate / Sole Proprietor, Owner / Start 22-December-2013 / During business hours: 0 / After business hours: 1 / Administrative, Accounting, Bookkeeping. (3) 600835 - ADB Limited Family Partnership / Investment Related / Warrenville, IL / Investment, Finance, Banking / Limited Partner / Start 01-January-2024 / During business hours: 0 / After business hours: 0.5 / My brother is the general partner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-24
• S63 Uniform Securities Agent State Law Examination
  2003-10-16

Other Names

• Joseph Brody
• Joe Brody
• Joe A Brody