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Brandon Daniel Lindley

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
117 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Eaton Vance's fees and minimum initial investments can vary based on client circumstances and negotiations. Fees are generally calculated as a percentage of assets under management and billed quarterly. Wrap program participants should consult their program's brochure for fee details. Clients are responsible for brokerage commissions, transaction fees, and other related costs. Additional reporting or consulting services may lead to higher fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

One Post Office Square, Boston, MA, 02109

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon is a sole proprietor and owner of Lindley Vacation Rental in Bradenton, Florida, since 2021. This real estate activity involves property management and does not occur during business hours.

Employment History
Current Registrations
Eaton Vance Management
January 2017 - Present · 9 yrs
Eaton Vance Distributors, INC.
December 2016 - Present · 9 yrs 1 mo
Eaton Vance Distributors, INC.Broker
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
Columbia Management Investment Advisers, LLC
September 2009 - November 2016 · 7 yrs 2 mos
Columbia Management Investment Distributors, INC.Broker
January 2009 - November 2016 · 7 yrs 10 mos
Riversource Distributors, INC.Broker
January 2007 - January 2009 · 2 yrs
Ameriprise Financial Services, INC. Broker
December 2003 - January 2007 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
December 2003 - December 2006 · 3 yrs
Charles Schwab & Co., INC. Broker
November 1998 - October 2003 · 4 yrs 11 mos
Dean Witter Reynolds INC.Broker
April 1998 - October 1998 · 6 mos
American Express Financial Advisors INC. Broker
October 1997 - April 1998 · 6 mos
Ids Life Insurance CompanyBroker
October 1997 - April 1998 · 6 mos
State Registrations3 states
MAOHPA
AdvisorBroker
Exams
No exam information available for this advisor.
Brandon Daniel Lindley - Financial Advisor | AdvisorDiscover