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Eaton Vance Management CRD 104859
$97.0B regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hallmark Cards Llc | Hudson | MA | 08/2014 | 02/2017 |
| Extended Stay America | Westborough | MA | 03/2017 | 03/2017 |
| Big Picture Framing | Natick | MA | 03/2017 | 04/2017 |
| Aerotek - Bank Of New York Mellon | Westborough | MA | 05/2017 | 12/2017 |
| Bank Of New York Mellon | Westborough | MA | 12/2017 | 04/2020 |
| Eaton Vance Distributors Inc. | Marlborough | MA | 05/2020 | 05/2023 |
| Morgan Stanley Services Group, Inc. | Marlborough | MA | 01/2022 | 05/2023 |
| Eaton Vance Distributors Inc. | Boston | MA | 05/2023 | Present |
| Morgan Stanley Services Group, Inc. | Boston | MA | 05/2023 | Present |
*558597 - Ethos Board Game; Investment related: Yes; Milford, Massachusetts; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 20; Designer/Creator of the board game
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
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