Luke
Brodzinski

Eaton Vance Management

CRD#5172147
Investment Advisor
in Boston, MA
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About this Advisor

Luke Brodzinski is a certified financial planner who works out of Boston, Massachusetts, with 12 years of work experience. Brodzinski is currently employed by Eaton Vance Management. During their career, the advisor has held roles at Hartford Life Distributors, LLC, Eaton Vance Management, Hartford Investment Financial Services, LLC and Eaton Vance Distributors, Inc. Brodzinski maintains a Series 63 license, designating them as a securities representative, and is able to advise clients in Massachusetts. Eaton Vance Management is a firm based out of Boston, Massachusetts. The company has offices in two locations and a total of 813 financial advisors. It administers $91 billion in assets under management across its 35,449 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 11 charitable organizations. The business has a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on which service is offered. Fees charged by Eaton Vance Management can include any combination of asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Disclosures

No

Office Location

Two International Place
Boston, MA 02110

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Eaton Vance Management Brokerage Details

Total Assets Under Management

$102,955,108,895

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

842

MA Average: 118
Total Number of Accounts

43,915

MA Average: 4,567
Average Account Size

$2,344,418

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Luke Brodzinski Work History

Luke has 12 years of experience.

2016 - Present (3 years)

Eaton Vance Management

2016 - Present (3 years)

Eaton Vance Distributors, Inc

2012 - 2016 (4 years)

Hartford Investment Financial Services, LLC

2006 - 2016 (10 years)

Hartford Life Distributors, LLC

Disclosures

Luke Brodzinski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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