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Brian Peter Dailey

Eaton Vance Management

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About Brian Peter Dailey

Brian Dailey is a registered investment advisor representative with Eaton Vance Management. Brian has been in the securities industry since April 2014 and is registered with the Financial Industry Regulatory Authority (FINRA). Brian holds the Series 66, Series 7, Series 24 and SIE licenses. Brian is also a registered investment advisor in Massachusetts. Brian has experience providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Brian has a specialization in the areas of retirement planning, college savings, estate planning, and insurance. Brian is a committed and experienced advisor with a focus on helping clients achieve their financial goals.

Firm Information

Brian Dailey is currently registered with Eaton Vance Management. Eaton Vance Management is an investment advisor headquartered in BOSTON, MA. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Eaton Vance Management has approximately $63.04 billion in regulatory assets under management.
Eaton Vance Management

ONE POST OFFICE SQUARE

BOSTON, MA 02109

$63.04B

Assets Under Management

8

Total Clients

133

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of portfolio income

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Brian Dailey’s Registration & Firm History

MA

06/16/2014 - Present

Eaton Vance Management (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Peter Dailey.
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