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Daniel Carl Cataldo

EATON VANCE MANAGEMENT·BOSTON, Massachusetts
SIE, Series 6, Series 26, Series 27, Series 63, Series 99TOClean recordEATON VANCE MANAGEMENT
TWO INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 1452466Firm CRD# 104859

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Carl Cataldo · BOSTON, MA
Registration
CRD #1452466 · EATON VANCE MANAGEMENT
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EATON VANCE MANAGEMENT
CRD 104859 · SEC 801-15930
AUM
$63.0B
Regulatory assets under management
Employees
225
3,851 client accounts
Services offered by EATON VANCE MANAGEMENT
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at EATON VANCE MANAGEMENT →
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04

Frequently Asked Questions

What services does Daniel Carl Cataldo offer?
Daniel Carl Cataldo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Daniel Carl Cataldo's credentials?
Daniel Carl Cataldo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Carl Cataldo located?
Daniel Carl Cataldo is based in BOSTON, Massachusetts, working with EATON VANCE MANAGEMENT. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Daniel Carl Cataldo charge for services?
Daniel Carl Cataldo's firm is compensated through percentage of aum, performance-based fees, other: percentage of portfolio income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EATON VANCE MANAGEMENT?
EATON VANCE MANAGEMENT has approximately 225 employees and manages $63.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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