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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCarthy is a registered investment advisor representative with Eaton Vance Management. Daniel McCarthy has over 20 years of experience in the financial services industry and has been with Eaton Vance since 2009. Daniel McCarthy is a Series 6, 7, 24, 63, 65, and SIE licensed professional.
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
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2
MA
08/29/2008 - Present
Eaton Vance Management (BOSTON MA)
MA
02/24/2004 - 01/05/2007
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
03/06/2000 - 03/15/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NJ
12/18/1998 - 11/03/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
09/11/1997 - 10/30/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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