EATON VANCE WATEROAK ADVISORS

BOSTON, Massachusetts·16 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
16
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

16 registered advisors
Andrew Nils Sveen
BOSTON, Massachusetts
Craig Robert Brandon
BOSTON, Massachusetts
Craig Russ
BOSTON, Massachusetts
Cynthia J. Clemson
BOSTON, Massachusetts
Daniel Michael Puopolo
BOSTON, Massachusetts
David Connor Mccabe
BOSTON, Massachusetts
Duncan William Richardson
BOSTON, Massachusetts
Edward James Perkin
BOSTON, Massachusetts
John Lawrence Shea
BOSTON, Massachusetts
Lewis Richard Piantedosi
BOSTON, Massachusetts
Matthew Joseph Witkos
BOSTON, Massachusetts
Michael Andrew Cirami
BOSTON, Massachusetts
Michael William Weilheimer
BOSTON, Massachusetts
Paul O'neil
BOSTON, Massachusetts
Paul Wold Bouchey
BOSTON, Massachusetts
Thomas Chan Lin Seto
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
16 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.