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Arthur Roy Driscoll

18 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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Employment History
Current Registrations
Eaton Vance Management
November 2016 - Present · 9 yrs 2 mos
Eaton Vance Distributors, INC.Broker
October 2016 - Present · 9 yrs 3 mos
Previous Registrations
Santa Barbara Asset Management, LLC
March 2015 - October 2016 · 1 yr 7 mos
Nuveen Asset Management, LLC
January 2015 - October 2016 · 1 yr 9 mos
Nuveen Securities, LLCBroker
April 2014 - October 2016 · 2 yrs 6 mos
John Hancock Funds, LLCBroker
June 2008 - April 2014 · 5 yrs 10 mos
Guardian Investor Services LLCBroker
July 2007 - May 2008 · 10 mos
State Registrations6 states
CADCFLILMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Arthur Roy Driscoll - Financial Advisor | AdvisorDiscover