BS
BS

Brian Smith

13 Years of Experience
Boston, MA
Broker

Brian Smith is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 13 years of industry experience. Brian 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
July 2016 - Present · 10 yrs 3 mos
Eaton Vance Distributors, INC.Broker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Strategic Advisers, INC.
August 2015 - June 2016 · 10 mos
Fidelity Brokerage Services LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
State Registrations52 states
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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.
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