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Brian Blair

25 Years of Experience
Boston, MA
1 DisclosureBroker

Brian Blair is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 25 years of industry experience. Brian 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 (1)
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Criminal
April 1996
Final Disposition
Other Business Activities

Brian owns and manages multiple real estate properties through Thompson Woodmont Realty LLC, Rental Property, and Rivage Homeaways LLC. He spends minimal time on these activities outside of business hours.

Employment History
Current Registrations
Eaton Vance Management
April 2016 - Present · 10 yrs 3 mos
Eaton Vance Distributors, INC.
September 2008 - Present · 17 yrs 10 mos
Eaton Vance Distributors, INC.Broker
September 2008 - Present · 17 yrs 10 mos
Previous Registrations
Quasar Distributors, LLCBroker
February 2006 - September 2008 · 2 yrs 7 mos
Columbia Management Distributors, INC.Broker
October 2002 - September 2005 · 2 yrs 11 mos
Columbia Financial Center IncorporatedBroker
April 2000 - October 2002 · 2 yrs 6 mos
State Registrations8 states
MAMENHNJNYOHPAVT
AdvisorBrokerBoth

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.