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Kathleen H Reeves

Eaton Vance Management

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About Kathleen H Reeves

Kathleen Reeves is a financial advisor with Eaton Vance Management, a firm that provides investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Kathleen has been in the industry since 2017 and has a strong understanding of securities and investment strategies. With experience at both Morgan Stanley and Merrill Lynch, Kathleen is committed to providing tailored financial advice to her clients.

Firm Information

Kathleen Reeves 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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Kathleen Reeves’s Registration & Firm History

MA

07/26/2023 - Present

Eaton Vance Management (BOSTON MA)

GA

06/22/2021 - 10/29/2021

CENTAURUS FINANCIAL, INC. (SANDY SPRINGS GA)

SC

08/12/2020 - 06/10/2021

MORGAN STANLEY (CHARLESTON SC)

FL

08/10/2017 - 08/03/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 10/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen H Reeves.
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