Shane D Mcdonald
Investment adviser representative at Eaton Vance Management
11 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
11 years in the industry.
- Eaton Vance ManagementMar 2023 to now
- Eaton Vance Distributors, IncFeb 2023 to now
- Morgan Stanley Investment Management Inc.Feb 2023 to now
- Morgan StanleyJan 2021 to Feb 2023
- UnemployedJun 2020 to Dec 2020
- Enterprise Rent-a-carMay 2019 to May 2020
- North Shore StrategiesOct 2017 to Apr 2019
- Putnam Valley School DistrictSep 2017 to Apr 2019
- Fishkill All SportAug 2017 to Sep 2018
- Full Time College StudentAug 2015 to May 2019
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
- 7318841
- Firm CRD
- 104859