TrueAdvisor
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AM
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Aidan C Mccabe

Eaton Vance Management
7 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
August 2023 - Present · 2 yrs 6 mos
Eaton Vance Distributors, INC.
July 2023 - Present · 2 yrs 7 mos
Eaton Vance Distributors, INC.Broker
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morgan Stanley Investment Management INC.
December 2020 - May 2023 · 2 yrs 5 mos
Morgan Stanley Distribution, INC.Broker
December 2020 - May 2023 · 2 yrs 5 mos
Morgan Stanley
November 2020 - December 2020 · 1 mo
Morgan StanleyBroker
August 2018 - December 2020 · 2 yrs 4 mos
State Registrations2 states
MANY
AdvisorBroker
Exams
No exam information available for this advisor.