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Edward James Perkin

EATON VANCE WATEROAK ADVISORS·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 66Clean recordEATON VANCE WATEROAK ADVISORS
TWO INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 3136911Firm CRD# 132047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward James Perkin · BOSTON, MA
Registration
CRD #3136911 · EATON VANCE WATEROAK ADVISORS
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
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 WATEROAK ADVISORS
CRD 132047 · SEC 801-63334
AUM
$14.6B
Regulatory assets under management
Employees
67
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

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04

Frequently Asked Questions

What services does Edward James Perkin offer?
Edward James Perkin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Edward James Perkin's credentials?
Edward James Perkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward James Perkin located?
Edward James Perkin 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 Edward James Perkin charge for services?
Edward James Perkin'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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Other Advisors at EATON VANCE WATEROAK ADVISORS

John Lawrence Shea
BOSTON, MA
Daniel Michael Puopolo
BOSTON, MA
David Connor Mccabe
BOSTON, MA
Matthew Joseph Witkos
BOSTON, MA

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Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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