Donald D Lynch
Investment adviser representative at Eaton Vance Management
13 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
13 years in the industry.
- Eaton Vance ManagementNov 2022 to now
- Eaton Vance Distributors, Inc.Aug 2022 to now
- Appleton Partners, Inc.Oct 2019 to Aug 2022
- Tiger Valuation ServicesJun 2017 to Oct 2019
- Boston CollegeSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7600830
- Firm CRD
- 104859