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Andrew Nils Sveen

EATON VANCE WATEROAK ADVISORS·BOSTON, Massachusetts
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TWO INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 7220210Firm CRD# 132047
01

About

Andrew Nils Sveen is a registered financial advisor based in BOSTON, Massachusetts, affiliated with EATON VANCE WATEROAK ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
EATON VANCE WATEROAK ADVISORS
EATON VANCE WATEROAK ADVISORS
AUM
$14.6B
Regulatory assets under management
Employees
67
Total firm employees
View all advisors at EATON VANCE WATEROAK ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7220210
Firm CRD# 132047
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Nils Sveen offer?
Andrew Nils Sveen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Andrew Nils Sveen's credentials?
Andrew Nils Sveen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Nils Sveen located?
Andrew Nils Sveen is based in BOSTON, Massachusetts, working with EATON VANCE WATEROAK ADVISORS. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Andrew Nils Sveen charge for services?
Andrew Nils Sveen's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EATON VANCE WATEROAK ADVISORS?
EATON VANCE WATEROAK ADVISORS has approximately 67 employees and manages $14.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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