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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory J Gelinas is an investment advisor representative with Eaton Vance Management. Gregory has been in the financial services industry since 1995. Gregory is registered with FINRA and the state of Florida. Gregory has experience with various investment strategies, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Gregory also has experience with selecting other advisors. In addition to Eaton Vance Management, Gregory has previously been affiliated with Blackrock Investments, LLC, Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Salomon Brothers Inc., and Dean Witter Reynolds Inc. Eaton Vance Management is a well-established firm with a strong track record of performance and a commitment to providing clients with personalized investment advice. They have a wide range of investment products and services to meet the needs of a variety of clients, including individuals, businesses, and institutions.
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
1
2
MA
08/04/2015 - Present
Eaton Vance Management (BOSTON MA)
NJ
08/31/2009 - 07/06/2015
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
CA
12/01/2005 - 08/20/2009
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
11/04/1997 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
01/31/1995 - 11/21/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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