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Michael F Barnes

Eaton Vance Management

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About Michael F Barnes

Michael F. Barnes is a registered investment advisor representative with Eaton Vance Management. Michael F. Barnes has been working in the financial services industry since January 23, 2014. Previously, Michael F. Barnes has worked with Amundi Distributor US, Inc. and EQIS Securities, LLC. Michael F. Barnes holds licenses Series 63, Series 66 and Series 7. Michael F. Barnes is registered to provide investment advisory services in 53 states and territories. Michael F. Barnes specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Michael Barnes 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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Michael Barnes’s Registration & Firm History

MA

09/27/2022 - Present

Eaton Vance Management (BOSTON MA)

MA

04/18/2018 - 08/26/2022

AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)

CA

12/12/2017 - 02/12/2018

EQIS SECURITIES, LLC (SAN RAFAEL CA)

MA

10/25/2011 - 12/04/2015

REALTY CAPITAL SECURITIES, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 06/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael F Barnes.
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