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Scott Stanley

28 Years of Experience
Boston, MA
Broker

Scott Stanley is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 28 years of industry experience. Scott 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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Other Business Activities

Scott has a financial interest in Stanley Garden Art & Supply, a family business. He spends minimal time on this activity, and it is not investment-related.

Employment History
Current Registrations
Eaton Vance Management
December 2023 - Present · 2 yrs 5 mos
Eaton Vance Distributors, INC.
October 2023 - Present · 2 yrs 7 mos
Eaton Vance Distributors, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Harbor Capital Advisors, INC.
October 2022 - September 2023 · 11 mos
Harbor Funds Distributors, INC.Broker
October 2022 - September 2023 · 11 mos
Griffin Capital Securities, LLCBroker
September 2021 - October 2022 · 1 yr 1 mo
New York Life Investment Management LLC
October 2020 - September 2021 · 11 mos
Nylife Distributors LLCBroker
October 2020 - September 2021 · 11 mos
Nuveen Asset Management, LLC
September 2011 - August 2020 · 8 yrs 11 mos
Nuveen Securities, LLCBroker
March 2010 - August 2020 · 10 yrs 5 mos
Nuveen Fund Advisors, INC.
March 2010 - September 2011 · 1 yr 6 mos
Naples Ais, INC.Broker
November 2009 - January 2010 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1996 - July 2009 · 12 yrs 10 mos
State Registrations3 states
CAHIMA
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.
Scott Stanley - Financial Advisor | TrueAdvisor