Unclaimed Profile

David Connor Mccabe

EATON VANCE WATEROAK ADVISORS·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record23 years registeredEATON VANCE WATEROAK ADVISORS

TWO INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 2387411Firm CRD# 132047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Connor Mccabe · BOSTON, MA

Registration

CRD #2387411 · EATON VANCE WATEROAK ADVISORS · 23 years registered

Brand Profile

Not yet started

Career History

CORIENT

Dec 2023 – present

EATON VANCE WATEROAK ADVISORS

Mar 2012 – Oct 2022

BOSTON, MA

EATON VANCE MANAGEMENT

Mar 2012 – Mar 2012

BOSTON, MA

VOYAGEUR ASSET MANAGEMENT (MA) INC.

Dec 2002 – Dec 2005

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · December 20, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

EATON VANCE WATEROAK ADVISORS

CRD 132047 · SEC 801-63334

AUM

$14.6B

Regulatory assets under management

Employees

5,607 client accounts

Services offered by EATON VANCE WATEROAK ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at EATON VANCE WATEROAK ADVISORS →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Connor Mccabe offer?

David Connor Mccabe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are David Connor Mccabe's credentials?

David Connor Mccabe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Connor Mccabe located?

David Connor Mccabe 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 David Connor Mccabe charge for services?

David Connor Mccabe'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →