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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Goldzweig is an investment advisor representative at Eaton Vance Management. Seth has been in the financial services industry since 1994 and has worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Van Kampen Funds Inc., and Morgan Stanley DW Inc. before joining Eaton Vance Management in 2016. Seth is registered to provide investment advice in all 50 states and holds several securities licenses, including the Series 7, Series 9, Series 10, Series 23, Series 24, Series 63, and Series 65. Eaton Vance Management is a registered investment advisor with the Securities and Exchange Commission (SEC) and has approximately $63 billion in assets under management. Eaton Vance Management provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
02/01/2016 - Present
Eaton Vance Management (BOSTON MA)
NJ
06/01/2009 - 01/12/2016
MORGAN STANLEY (SHORT HILLS NJ)
NJ
05/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD NJ)
NJ
09/26/2006 - 06/04/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
03/02/2005 - 09/25/2006
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
05/10/1994 - 02/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/27/2016
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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