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Erin Elizabeth Kace

Eaton Vance Management

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About Erin Elizabeth Kace

Erin Elizabeth Kace is a registered investment advisor representative with Eaton Vance Management. Erin has been in the industry since November 2005 and has a broad range of experience in the financial services industry. She is licensed to provide investment advice in a number of states and holds several industry certifications, including the Series 6, 7, 63, 65, and SIE. Her professional experience includes providing investment advisory services to individuals, businesses, and institutions. Erin is dedicated to helping clients achieve their financial goals.

Firm Information

Erin Kace 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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Erin Kace’s Registration & Firm History

MA

08/27/2008 - Present

Eaton Vance Management (BOSTON MA)

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Licenses & Designations

IA

Issued 12/13/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2005

Series 63 - Uniform Securities Agent State Law 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 10/21/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/09/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erin Elizabeth Kace.
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