William
Beattie

Eaton Vance Investment Counsel

CRD#4004028
Investment Advisor
in Boston, MA
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About this Advisor

William Beattie is a certified financial planner located in Boston, Massachusetts. Currently a registered financial advisor at Eaton Vance Investment Counsel, Beattie has 13 years of practice in the financial advisory industry. Beattie has Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Beattie is registered to work with investors in Massachusetts. Over the course of their career, Beattie has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc, Eaton Vance Investment Counsel, Ef Legacy Securities, LLC, Edelman Financial Services, LLC and Eaton Vance Distributors, Inc. Eaton Vance Investment Counsel is located in Boston, Massachusetts, and operates out of two other offices throughout the United States. In aggregate, Eaton Vance Investment Counsel manages $6 billion in assets throughout 2,540 accounts and employs more than 43 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 2,353 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 42% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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

William Beattie Work History

William has 13 years of experience.

2018 - Present (1 year)

Eaton Vance Investment Counsel

2018 - Present (1 year)

Eaton Vance Distributors, Inc

2016 - Present (3 years)

Ef Legacy Securities, LLC

2016 - Present (3 years)

Edelman Financial Services, LLC

2005 - 2011 (6 years)

Charles Schwab Bank

2005 - 2016 (11 years)

Charles Schwab & Co., Inc

Disclosures

William Beattie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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