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Timothy Nims

Eaton Vance Management

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About Timothy Nims

Timothy Nims is a financial advisor with Eaton Vance Management, a well-established firm with a strong reputation in the financial services industry. Timothy has been in the financial industry since 2002, bringing over two decades of experience to his role. He holds several licenses and certifications, including Series 7, Series 63, Series 66, and SIE, demonstrating his commitment to professional development and his expertise in the field. Timothy has worked for notable firms such as Morgan Stanley, Citigroup Global Markets Inc., and Eaton Vance, gaining valuable experience and insights across different financial institutions. Timothy's expertise extends to portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Timothy Nims 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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Timothy Nims’s Registration & Firm History

NY

06/21/2022 - Present

Eaton Vance Management (New York NY)

NY

07/26/2021 - 06/02/2022

MORGAN STANLEY DISTRIBUTION, INC. (New York NY)

NY

06/01/2009 - 07/26/2021

MORGAN STANLEY (NEW YORK NY)

NY

05/20/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Nims.
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