EATON VANCE WATEROAK ADVISORS

BOSTON, Massachusetts·5 registered advisors·CRD# 132047
SEC# 801-633342617-482-8260
01

Firm Overview

AUM
$14.6B
Regulatory assets under management
Employees
67
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EATON VANCE WATEROAK ADVISORS

5 registered advisors
Daniel Michael Puopolo
BOSTON, Massachusetts
David Connor Mccabe
BOSTON, Massachusetts
Edward James Perkin
BOSTON, Massachusetts
John Lawrence Shea
BOSTON, Massachusetts
Matthew Joseph Witkos
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
5 advisors

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Data sourced from SEC Form ADV filings. EATON VANCE WATEROAK ADVISORS (CRD# 132047) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.