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Brandon Lindley

Eaton Vance Management
28 Years of Experience
Boston, MA
Broker
View SEC Summary
View SEC Summary

Brandon Lindley is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 28 years of industry experience. Brandon 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.

Eaton Vance 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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Other Business Activities

Brandon is a sole proprietor and owner of Lindley Vacation Rental in Bradenton, Florida, since 2021. This real estate activity involves property management and does not occur during business hours.

Employment History
Current Registrations
Eaton Vance Management
January 2017 - Present · 9 yrs 9 mos
Eaton Vance Distributors, INC.
December 2016 - Present · 9 yrs 10 mos
Eaton Vance Distributors, INC.Broker
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
September 2009 - November 2016 · 7 yrs 2 mos
Columbia Management Investment Distributors, INC.Broker
January 2009 - November 2016 · 7 yrs 10 mos
Riversource Distributors, INC.Broker
January 2007 - January 2009 · 2 yrs
Ameriprise Financial Services, INC.Broker
December 2003 - January 2007 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
December 2003 - December 2006 · 3 yrs
Charles Schwab & CO., INC.Broker
November 1998 - October 2003 · 4 yrs 11 mos
Dean Witter Reynolds INC.Broker
April 1998 - October 1998 · 6 mos
American Express Financial Advisors INC.Broker
October 1997 - April 1998 · 6 mos
Ids Life Insurance CompanyBroker
October 1997 - April 1998 · 6 mos
State Registrations3 states
MAOHPA
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.
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