Christopher J. Powers

PARAMETRIC PORTFOLIO ASSOCIATES

Seattle, WA 98104

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CRD#: 5920758

Professional summary

Christopher John Powers is a registered financial advisor currently at PARAMETRIC PORTFOLIO ASSOCIATES located in Seattle, Washington and EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christopher has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 79, Series 7 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

*570138 - CFA Society of Boston ; Investment related - No ; Boston,Massachusetts ; Education ; Education Advisory Council Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 1 ; After business hours : 2 ; I aid the CFA society in the process of logistically arranging educational events for the Boston CFA charterholder community.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Powers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 19, 2018 - Present

PARAMETRIC PORTFOLIO ASSOCIATES

Office #1: 800 Fifth Avenue Suite 2800, Seattle, WA 98104

RIA

CRD#: 114310

Seattle, WA

Current

June 29, 2018 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: 1 Post Office Square, Boston, MA 02109Office #2: One Post Office Square, Boston, MA 02109

CRD#: 37731

BOSTON, MA

Past

September 9, 2013 - June 20, 2018

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BOSTON, MA

Past

September 3, 2013 - June 20, 2018

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BOSTON, MA

Past

December 1, 2011 - August 21, 2013

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

August 3, 2011 - August 21, 2013

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(6/29/2018)

Maine
(6/29/2018)

Massachusetts
(6/29/2018)

New Hampshire
(6/29/2018)

New Jersey
(6/29/2018)

New York
(6/29/2018)

Pennsylvania
(6/29/2018)

Rhode Island
(6/29/2018)

Vermont
(6/29/2018)

IAR

Washington
(7/19/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/21/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/25/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 79

Date: 4/2/2012

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 8/2/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 4/21/2023

NFA Branch Manager Examination

SRO Registrations

FINRA

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

800 Fifth Avenue Suite 2800, Seattle, WA 98104

Mailing Address

Phone number

(206) 694-5500

Established

Firm type

Fiscal year end

# of Employees

1,006

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAMETRIC FORM ADV BROCHURE - 08 15 2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	201,647
AUM (Assets Under Management)	$ 574,020,820,789

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Christopher J. Powers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Powers's CRS (Customer Relationship Summary).

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

Primary Firm SEC Registration

PARAMETRIC PORTFOLIO ASSOCIATES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/21/2011

SIE

Date: 10/1/2018

Series 3

Date: 11/25/2013

Series 79

Date: 4/2/2012

Series 7

Date: 8/2/2011

Series 30

Date: 4/21/2023

FINRA

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAMETRIC PORTFOLIO ASSOCIATES

TRUST BUT VERIFY

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