AL
AL

Andrew John Leimenstoll

22 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
117 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Financial Planning:Investment management only
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Location

One Post Office Square, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a silent partner in two restaurant groups, Bottleneck DTC, LLC and Bottleneck Fund 2018, LLC. He also owns rental property and is a partner in Blue Wave LLC (real estate), and a board member for Ronald McDonald House Charities of Maryland, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Eaton Vance Management
March 2013 - Present · 12 yrs 11 mos
Eaton Vance Distributors, INC.
March 2013 - Present · 12 yrs 11 mos
Eaton Vance Distributors, INC.Broker
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Invesco Advisers, INC.
June 2010 - March 2013 · 2 yrs 9 mos
Invesco Distributors, INC.Broker
June 2010 - March 2013 · 2 yrs 9 mos
Van Kampen Advisors INC
February 2006 - June 2010 · 4 yrs 4 mos
Van Kampen Funds INC.Broker
February 2006 - June 2010 · 4 yrs 4 mos
A. G. Edwards & Sons, INC.
April 2004 - January 2006 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2006 · 1 yr 9 mos
Securian Financial Services, INC.
June 2003 - January 2004 · 7 mos
Securian Financial Services, INC.Broker
May 2003 - January 2004 · 8 mos
State Registrations23 states
ALCTDCDEFLGAKYMAMDMENCNHNJNYOHPAPRRISCTNVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.