George
Saltonstall

Eaton Vance Investment Counsel

CRD#1032290
Investment Advisor
in Boston, MA
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About this Advisor

George Saltonstall is an investment advisor based in Boston, Massachusetts. Currently a registered investment advisor with Eaton Vance Investment Counsel, Saltonstall has 14 years of professional experience as a registered investment advisor. Saltonstall has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Saltonstall is able to work with investors in Arizona, Texas and Massachusetts. Throughout their career, they have worked at Eaton Vance Distributors, Inc and Eaton Vance Investment Counsel. Eaton Vance Investment Counsel is based out of Boston, Massachusetts, and operates out of two other locations in the United States. As a firm, Eaton Vance Investment Counsel oversees $6 billion in assets dispersed across 2,540 client accounts and employs more than 43 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 2,353 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 42% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Eaton Vance Investment Counsel can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

Two International Place
Boston, MA 02110

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Eaton Vance Investment Counsel Brokerage Details

Total Assets Under Management

$5,952,909,258

MA Average: $16,012,751,954
Total Number of Employees

53

MA Average: 118
Total Number of Accounts

2,656

MA Average: 4,567
Average Account Size

$2,241,306

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

George Saltonstall Work History

George has 14 years of experience.

2011 - Present (8 years)

Eaton Vance Investment Counsel

2004 - Present (15 years)

Eaton Vance Distributors, Inc

2004 - 2011 (7 years)

Eaton Vance Investment Counsel

Disclosures

George Saltonstall has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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