BB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
74 advisors
Number of Clients
41 clients
Average Client Portfolio
$710.6M average
Assets Under Management
$29.1B
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Advisor Information
Office location
Roslindale, MA
Get directionsRegulatory History (1)
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Criminal
January 1990Final Disposition
Other Business Activities
Bree engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Securities, INC.
September 2015 - Present · 10 yrs 4 mos
Touchstone Advisors INC
September 2015 - Present · 10 yrs 4 mos
Touchstone Securities, INC.Broker
September 2015 - Present · 10 yrs 4 mos
Previous Registrations
Eaton Vance Management
March 2012 - July 2015 · 3 yrs 4 mos
Eaton Vance Distributors, INC.Broker
October 2007 - July 2015 · 7 yrs 9 mos
Eaton Vance Distributors, INC.Broker
August 1998 - September 2006 · 8 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.