Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Smith is a registered investment advisor representative with Eaton Vance Management. Brian has been in the financial services industry since 2012. Brian has passed the Series 63, Series 66, Series 7 and SIE exams. Brian's current registration is active in Massachusetts. Brian previously worked at Fidelity Brokerage Services LLC in Providence, Rhode Island.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
07/18/2016 - Present
Eaton Vance Management (BOSTON MA)
RI
10/29/2012 - 06/27/2016
FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)
BOTH
Issued 07/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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