Matthew Ursillo
Investment adviser representative at Eaton Vance Management
10 yearsExperience
1 stateRegistered in
$97BFirm assets
45 yearsFirm in business
Are you Matthew Ursillo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Eaton Vance ManagementDec 2013 to now
- Eaton Vance Distributors, Inc.Dec 2013 to now
- Morgan Stanley Distribution, Inc.Dec 2020 to May 2023
- Morgan Stanley Investment Management Inc.Dec 2020 to May 2023
- Morgan Stanley Smith Barney LLCMar 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
Eaton Vance Management
$97BAssets managed
3,826Clients
105Advisers
45 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6166491
- Firm CRD
- 104859