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Arthur Driscoll

18 Years of Experience
Broker

Arthur Driscoll is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 18 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,053 clients with $85B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
115 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Eaton Vance Management's fees for investment management vary and can be negotiated. The fees are generally calculated as a percentage of the value of your portfolio and are billed quarterly. The specific fee schedule depends on the investment objectives, strategies, and any restrictions on your account. If your account invests in funds, you will also bear a proportionate share of the fund's advisory fees and other expenses. For specific fee information related to wrap fee programs, please refer to the program's disclosure documents.

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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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Employment History
Current Registrations
Eaton Vance Management
November 2016 - Present · 9 yrs 5 mos
Eaton Vance Distributors, INC.Broker
October 2016 - Present · 9 yrs 6 mos
Previous Registrations
Santa Barbara Asset Management, LLC
March 2015 - October 2016 · 1 yr 7 mos
Nuveen Asset Management, LLC
January 2015 - October 2016 · 1 yr 9 mos
Nuveen Securities, LLCBroker
April 2014 - October 2016 · 2 yrs 6 mos
John Hancock Funds, LLCBroker
June 2008 - April 2014 · 5 yrs 10 mos
Guardian Investor Services LLCBroker
July 2007 - May 2008 · 10 mos
State Registrations6 states
CADCFLILMANY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Arthur Driscoll - Financial Advisor | TrueAdvisor