TrueAdvisor
TrueAdvisor
BS
BS

Brian Christopher Smith

Eaton Vance Management
13 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Eaton Vance 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

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
July 2016 - Present · 9 yrs 7 mos
Eaton Vance Distributors, INC.Broker
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Strategic Advisers, INC.
August 2015 - June 2016 · 10 mos
Fidelity Brokerage Services LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.