TrueAdvisor
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AG
AG

Autrey Herbert Gates

Eaton Vance Management
8 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
November 2017 - Present · 8 yrs 3 mos
Eaton Vance Distributors, INC.
October 2017 - Present · 8 yrs 4 mos
Eaton Vance Distributors, INC.Broker
October 2017 - Present · 8 yrs 4 mos
State Registrations2 states
CAMA
AdvisorBroker
Exams
No exam information available for this advisor.