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Aidan Mccabe

7 Years of Experience
Broker

Aidan Mccabe is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 7 years of industry experience. Aidan 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
August 2023 - Present · 2 yrs 8 mos
Eaton Vance Distributors, INC.
July 2023 - Present · 2 yrs 9 mos
Eaton Vance Distributors, INC.Broker
July 2023 - Present · 2 yrs 9 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

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.