Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Stanley is a financial advisor with Eaton Vance Management, based in Boston, MA. Scott has over 25 years of experience in the financial industry and holds licenses in several states including California, Hawaii, and Massachusetts. Scott is a Registered Representative (Series 7), General Securities Principal (Series 24), and Investment Adviser Representative (Series 65). Scott has worked for a variety of firms, including Merrill Lynch, Nuveen Securities, LLC, and New York Life Distributors LLC. Scott's specializations include mutual funds, variable annuities, fixed annuities, equities, and fixed income.
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
12/01/2023 - Present
Eaton Vance Management (BOSTON MA)
IL
10/21/2022 - 09/05/2023
HARBOR FUNDS DISTRIBUTORS, INC. (CHICAGO IL)
CA
09/21/2021 - 10/03/2022
GRIFFIN CAPITAL SECURITIES, LLC (IRVINE CA)
NJ
10/22/2020 - 09/07/2021
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
CA
03/04/2010 - 08/07/2020
NUVEEN SECURITIES, LLC (Novato CA)
OR
11/03/2009 - 01/19/2010
NAPLES AIS, INC. (TUALATIN OR)
CA
09/06/1996 - 07/31/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
IA
Issued 10/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2016
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 09/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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