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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 | 2023-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2022 | Present |
| Gnc | Waltham | MA | 08/2021 | 08/2022 |
| Starbucks | Waltham | MA | 03/2021 | 08/2021 |
| Dicks Sporting Goods | Portland | ME | 06/2020 | 08/2020 |
| Wamiset Lanes Family Entertainment Center | Tewksbury | MA | 08/2017 | 12/2019 |
| Thundercat Sports | Wilmington | MA | 06/2017 | 08/2017 |
| Unemployed | Andover | MA | 06/2011 | 06/2017 |
| Unemployed | Andover | MA | 08/2020 | 03/2021 |
| Unemployed | Andover | MA | 12/2019 | 06/2020 |
| Eaton Vance Management | Boston | MA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-18 |
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