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Connor Joseph Morenzi

Eaton Vance Management

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About Connor Joseph Morenzi

Connor Morenzi is a registered representative with Eaton Vance Management. Connor has been in the securities industry since 2019. Connor holds licenses for Series 66, Series 7TO, and SIE. Connor was previously registered with Columbia Management Investment Distributors, Inc. and Eaton Vance Distributors, Inc. Connor is registered in Arizona, California, Colorado, Massachusetts, Nebraska, Nevada, New Mexico and Utah. Connor's office is located in Boston, MA.

Firm Information

Connor Morenzi 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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Connor Morenzi’s Registration & Firm History

MA

03/24/2022 - Present

Eaton Vance Management (BOSTON MA)

MA

04/20/2020 - 02/21/2022

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

07/23/2019 - 03/18/2020

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor Joseph Morenzi.
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