Sarah Elisabeth Pereira
Investment adviser representative at Eaton Vance Management
6 yearsExperience
1 stateRegistered in
$97BFirm assets
45 yearsFirm in business
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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
6 years in the industry.
- Parametric Portfolio Associates LLCOct 2022 to now
- Eaton Vance ManagementJun 2021 to now
- Eaton VanceJan 2020 to now
- Morgan Stanley Services Group, Inc.Jan 2022 to Oct 2022
- University of Massachusetts Amherst Residential EducationSep 2019 to Dec 2019
- Webster InvestmentsMay 2019 to Aug 2019
- Full- Time EducationJan 2019 to May 2019
- University of Massachusetts Amherst Residential EducationSep 2018 to May 2019
- Full- Time EducationSep 2018 to Dec 2018
- Webster InvestmentsMay 2018 to Aug 2018
- Full- Time StudentJan 2018 to May 2018
- Full- Time StudentSep 2017 to Dec 2017
- The Pasta HouseMay 2017 to Jan 2020
- Full- Time StudentJan 2017 to May 2017
- Bath and Body WorksDec 2016 to Jan 2017
- Full- Time StudentSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6563433
- Firm CRD
- 104859