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Meghan Emily Moses

Eaton Vance Management

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About Meghan Emily Moses

Meghan Emily Moses is an investment advisor representative at Eaton Vance Management. Meghan has been in the securities industry since 2008 and holds several licenses including Series 7, Series 63, Series 66, Series 79TO and Series 24. She is registered to provide investment advice in 52 states and the District of Columbia. Meghan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Meghan Moses 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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Meghan Moses’s Registration & Firm History

MA

01/23/2014 - Present

Eaton Vance Management (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Emily Moses.
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