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Benjamin Lefevre

33 Years of Experience
Boston, MA
Broker

Benjamin Lefevre is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 33 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management. Their firm serves 3,826 clients with $97B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
107 advisors
IM Fee
Planning only
Assets Under Management
$97.0B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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
October 2013 - Present · 13 yrs
Eaton Vance Distributors, INC.Broker
July 2013 - Present · 13 yrs 3 mos
Eaton Vance Distributors, INC.
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Dws Investments Distributors, INCBroker
August 2004 - August 2013 · 9 yrs
Mfs Fund Distributors, INC.Broker
April 1997 - August 2004 · 7 yrs 4 mos
First Union Brokerage Services, INC.Broker
October 1995 - April 1997 · 1 yr 6 mos
Mfs Fund Distributors, INC.Broker
January 1995 - September 1995 · 8 mos
Mfs Financial Services, INC.Broker
September 1994 - December 1994 · 3 mos
Jmc Financial CorporationBroker
October 1992 - July 1994 · 1 yr 9 mos
Keyport Financial Services CORP.Broker
August 1992 - October 1992 · 2 mos
State Registrations28 states
AKARAZCACOIAIDILKSLAMAMIMNMOMSMTNDNENMNVOKORSDTXUTWAWIWY
AdvisorBroker

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Exams
No exam information available for this advisor.
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