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Patrick McMahon

Eaton Vance Management

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About Patrick McMahon

Patrick McMahon is a registered investment advisor representative with Eaton Vance Management. Patrick has been working in the financial services industry since 2019. He is licensed to conduct securities business in Delaware, Maryland, Massachusetts, Oregon, Virginia, and Washington. Patrick has passed the Series 63, Series 66, Series 7TO, and SIE exams. Previously, Patrick worked at Fidelity Brokerage Services LLC. Patrick is also a proprietor of an online business called Poshmark.

Firm Information

Patrick McMahon 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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Patrick McMahon’s Registration & Firm History

MA

11/30/2020 - Present

Eaton Vance Management (BOSTON MA)

NH

08/26/2019 - 02/10/2020

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 08/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick McMahon.
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