TrueAdvisor
TrueAdvisor
TB
TB

Tristan Williams Benoit

Vestmark Advisory Solutions, INC.
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Vestmark Advisory Solutions, INC.
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
32,047 clients
Average Client Portfolio
$313K average
Assets Under Management
$10.0B

Fee Structure

Financial Planning:Investment management only

Location

100 Quannapowitt Pkwy, Suite 205, Wakefield, MA, 01880

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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
Vestmark Advisory Solutions, INC.
February 2024 - Present · 2 yrs
Previous Registrations
Eaton Vance Management
April 2007 - August 2023 · 16 yrs 4 mos
Eaton Vance Distributors, INC.Broker
February 2007 - August 2023 · 16 yrs 6 mos
Federated Mdt Advisers
November 2006 - January 2007 · 2 mos
Federated Investment Counseling
November 2006 - January 2007 · 2 mos
Federated Securities CORP.Broker
July 2006 - January 2007 · 6 mos
Quasar Distributors, LLCBroker
October 2005 - July 2006 · 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.