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Brian Peter Dailey

Eaton Vance Management

Boston, MA

CRD 5686233

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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:

Current Employers
Eaton Vance Management

One Post Office Square, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-06-16
  • MA RA
    APPROVED
    Since 2014-06-16

Branch Locations

One Post Office Square, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eaton Vance Management Boston MA 01/2016 Present
Eaton Distributors, Inc. Boston MA 01/2016 Present
  • 01/2016 → Present
    Eaton Vance Management
    Boston, MA
  • 01/2016 → Present
    Eaton Distributors, Inc.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-29
  • S66 Uniform Combined State Law Examination
    2014-05-29

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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