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Kristen Marie Grant

Eaton Vance Management

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About Kristen Marie Grant

Kristen Marie Grant is a financial advisor who has been in the industry since June 2016. Kristen currently works for Eaton Vance Management. Kristen has been licensed as a broker/dealer with Eaton Vance Distributors since January 2016. Kristen also has a Series 66, Series 7, and SIE license. Kristen is registered as an investment advisor representative with Eaton Vance Management in Massachusetts and is registered as a broker/dealer in 51 states. Kristen's specializations include advising insurance companies, pooled investment vehicles, investment companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Kristen Grant 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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Kristen Grant’s Registration & Firm History

MA

10/18/2016 - Present

Eaton Vance Management (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen Marie Grant.
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