Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carafa is an investment advisor representative with Eaton Vance Management. Matthew has been working in the financial industry since October 2019 and has a Series 66, 7TO, and SIE license. Matthew has prior experience working at Morgan Stanley.
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
06/01/2022 - Present
Eaton Vance Management (BOSTON MA)
MA
10/21/2019 - 05/10/2022
MORGAN STANLEY (Boston MA)
BOTH
Issued 12/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Carafa is the right advisor for you? Invested Better is here to help.
