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Vestmark Advisory Solutions, Inc. CRD 221518
$49.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-09 |
Branch Locations
100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2011 | 01/2020 |
| Eaton Vance Management | Boston | MA | 01/2011 | 01/2020 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2020 | 08/2023 |
| Eaton Vance Management | Boston | MA | 01/2020 | 08/2023 |
| Vestmark Advisory Solutions, Inc. | Wakefield | MA | 12/2023 | Present |
| Unemployed | N/A | MA | 08/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
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