linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gianni A Cavalieri

Eaton Vance Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gianni? Claim Your Profile

About Gianni A Cavalieri

Gianni Cavalieri is a financial advisor with Eaton Vance Distributors, Inc. Gianni has been in the industry since 2010. Prior to joining Eaton Vance Distributors, Inc., Gianni worked at MORGAN STANLEY DISTRIBUTION, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gianni holds the Series 66, Series 7 and SIE licenses and is registered in 52 states for securities and in 1 state for investment advisory services.

Firm Information

Gianni Cavalieri is currently registered with Eaton Vance Distributors, Inc.. Morgan Stanley Investment Management Inc. is a New York-based investment advisor with over $535 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer educational seminars and selection of other advisors. Morgan Stanley Investment Management Inc. has over 227 employees, including 187 registered representatives. They primarily serve investment companies, pooled investment vehicles, corporations, and foreign government clients.
Eaton Vance Distributors, Inc.

1585 BROADWAY

NEW YORK, NY 10036

$535.03B

Assets Under Management

Not reported

Total Clients

22

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gianni Cavalieri’s Registration & Firm History

NY

01/15/2022 - Present

Eaton Vance Distributors, Inc. (New York NY)

NY

06/14/2013 - 01/15/2022

MORGAN STANLEY DISTRIBUTION, INC. (New York NY)

NJ

10/28/2010 - 05/28/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

Not sure if Gianni A Cavalieri is right for you?

Licenses & Designations

BOTH

Issued 12/06/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gianni A Cavalieri.
Not sure if Gianni A Cavalieri is right for you?