Unclaimed
Richard Froio is a registered investment advisor representative with Eaton Vance Management. Richard has been in the industry since 1996. Richard has worked for multiple firms before joining Eaton Vance Management in 2017. Richard has a variety of experience in the financial services industry and is well-equipped to help clients reach their financial goals.
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
12/12/2017 - Present
Eaton Vance Management (BOSTON MA)
CA
02/05/2013 - 10/23/2017
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
NY
03/29/2010 - 12/14/2012
BLACKROCK CAPITAL MARKETS, LLC (NEW YORK NY)
NY
03/29/2010 - 12/14/2012
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
07/20/2006 - 12/14/2012
BLACKROCK EXECUTION SERVICES (NEW YORK NY)
MA
06/13/2008 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (BOSTON MA)
ME
05/13/2004 - 06/02/2006
MERCANTILE INVESTMENT SERVICES, INC. (PORTLAND ME)
MA
12/20/2001 - 06/02/2006
HEARTLAND INVESTOR SERVICES, LLC (BOSTON MA)
ME
07/16/2001 - 06/02/2006
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
05/22/2001 - 06/02/2006
FIFTH THIRD FUNDS DISTRIBUTOR, INC. (BOSTON MA)
ME
05/22/2001 - 06/02/2006
PERFORMANCE FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
OH
05/22/2001 - 06/02/2006
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
MA
10/20/2005 - 05/31/2006
BB&T FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
05/22/2001 - 05/31/2006
BISYS DISTRIBUTION SERVICES, INC. (BOSTON MA)
ME
05/22/2001 - 05/31/2006
BNY HAMILTON DISTRIBUTORS, INC. (PORTLAND ME)
MD
05/22/2001 - 05/31/2006
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
ME
08/26/1999 - 05/31/2006
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
IN
01/28/2002 - 02/24/2006
NEW COVENANT FUNDS DISTRIBUTOR, INC. (JEFFERSONVILLE IN)
MA
05/22/2001 - 11/29/2005
STI CLASSIC FUND SERVICES, INC (BOSTON MA)
MA
05/22/2001 - 11/21/2005
EVERGREEN DISTRIBUTOR, INC. (BOSTON MA)
MA
06/19/2001 - 08/19/2005
BISYS SHELF B/D (1), INC. (BOSTON MA)
GA
01/28/2002 - 08/13/2003
CFD FUND DISTRIBUTORS, INC. (ATLANTA GA)
NY
06/11/1992 - 10/17/1995
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 12/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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