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Matthew Paul Morin

Eaton Vance Management

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About Matthew Paul Morin

Matthew Morin is a financial advisor who has been working in the financial industry since 2005. Matthew is currently registered with Eaton Vance Management. Prior to Eaton Vance, Matthew has held positions with Investment Professionals, Inc., Columbia Management Investment Distributors, Inc., BANC of America Investment Services, Inc., IFMG Securities, Inc., and Signator Investors, Inc..

Firm Information

Matthew Morin 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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Matthew Morin’s Registration & Firm History

MA

07/20/2015 - Present

Eaton Vance Management (BOSTON MA)

TX

10/10/2013 - 11/17/2014

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

MA

05/25/2010 - 08/19/2013

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

05/19/2005 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

01/20/2004 - 04/15/2005

IFMG SECURITIES, INC. (PURCHASE NY)

MA

11/12/2002 - 11/03/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/20/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Paul Morin.
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