Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Thomas Myers

Eaton Vance Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Thomas Myers

Sean Myers is a registered investment advisor representative with Eaton Vance Management. Sean has been in the industry since 2017. Sean is licensed in 52 states and the District of Columbia. Sean has passed the Series 66, Series 7 and the SIE exams. Prior to joining Eaton Vance Management, Sean worked at National Financial Services LLC.

Firm Information

Sean Myers 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Percentage of portfolio income

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean Myers’s Registration & Firm History

MA

02/20/2020 - Present

Eaton Vance Management (BOSTON MA)

MA

11/13/2017 - 01/24/2020

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

Not sure if Sean Thomas Myers is right for you?

Licenses & Designations

BOTH

Issued 01/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Thomas Myers.
Not sure if Sean Thomas Myers is right for you?