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Edward James Perkin

EATON VANCE WATEROAK ADVISORS·BOSTON, Massachusetts
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TWO INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 3136911Firm CRD# 132047
01

About

Edward James Perkin 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# 3136911
Firm CRD# 132047
3 disclosures on file
View on FINRA BrokerCheck →

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05

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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Abigail Marie Armstrong — SIGNATOR INVESTORS, INC.Thomas Chan Lin Seto — EATON VANCE WATEROAK ADVISORSPaul Wold Bouchey — EATON VANCE WATEROAK ADVISORSMichael F Hogan — WINDHAVEN INVESTMENT MANAGEMENT, INC.Steven Mr. Moore — SIGNATOR FINANCIAL SERVICES, INC.
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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