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Michael Christopher Grieve

EATON VANCE MANAGEMENT
BOSTON, MA
·CRD# 7098546·5 years experience

Professional Summary

Michael Christopher Grieve, who also goes by Michael Grieve, Michael Christopher Grieve, is a registered financial advisor currently at EATON VANCE MANAGEMENT located in Boston, Massachusetts and EATON VANCE DISTRIBUTORS, INC. located in Boston, Massachusetts. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Grieve, Michael Christopher Grieve

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

EATON VANCE MANAGEMENT·CRD# 104859
RIA
One Post Office Square, Boston, MA 02109
July 26, 2022 - Present
EATON VANCE DISTRIBUTORS, INC.·CRD# 37731
BD
1 Post Office Square, Boston, MA 02109
July 25, 2022 - Present
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Merrimack, NH
November 4, 2021 - July 20, 2022
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Merrimack, NH
September 23, 2021 - June 28, 2022

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Current Firm

EV
EATON VANCE MANAGEMENT

EATON VANCE MANAGEMENT

CRD#: 104859 / SEC#: 801-15930
RIA
Registered Investment Advisory firm - SEC (2/20/1981 Approved)

Contact Information

Main Address

One Post Office Square, Boston, MA 02109

Phone Number

(617) 482-8260

# of Employees

219

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVM FORM ADV PART 2A BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,816

AUM (Assets Under Management)

$97,020,545,041

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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.

The advisor shows no other business activity.

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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".
EV
EATON VANCE MANAGEMENT

EATON VANCE MANAGEMENT

CRD#: 104859 / SEC#: 801-15930
RIA
Registered Investment Advisory firm - SEC (2/20/1981 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/15/2025)
RR
Alaska
(4/15/2025)
RR
Arizona
(4/15/2025)
RR
Arkansas
(4/15/2025)
RR
California
(1/22/2024)
RR
Colorado
(4/15/2025)
RR
Connecticut
(4/15/2025)
RR
Delaware
(4/15/2025)
RR
District of Columbia
(4/15/2025)
RR
Florida
(4/15/2025)
RR
Georgia
(4/15/2025)
RR
Hawaii
(4/15/2025)
RR
Idaho
(7/25/2022)
RR
Illinois
(4/15/2025)
RR
Indiana
(4/15/2025)
RR
Iowa
(4/15/2025)
RR
Kansas
(4/15/2025)
RR
Kentucky
(4/15/2025)
RR
Louisiana
(4/15/2025)
RR
Maine
(4/15/2025)
RR
Maryland
(4/15/2025)
RR
Massachusetts
(7/25/2022)
IAR
Massachusetts
(7/26/2022)
RR
Michigan
(4/15/2025)
RR
Minnesota
(4/15/2025)
RR
Mississippi
(4/15/2025)
RR
Missouri
(4/15/2025)
RR
Montana
(7/25/2022)
RR
Nebraska
(4/15/2025)
RR
Nevada
(4/15/2025)
RR
New Hampshire
(4/15/2025)
RR
New Jersey
(4/15/2025)
RR
New Mexico
(4/15/2025)
RR
New York
(4/15/2025)
RR
North Carolina
(4/15/2025)
RR
North Dakota
(4/15/2025)
RR
Ohio
(4/16/2025)
RR
Oklahoma
(4/15/2025)
RR
Oregon
(4/15/2025)
RR
Pennsylvania
(4/15/2025)
RR
Puerto Rico
(4/15/2025)
RR
Rhode Island
(4/15/2025)
RR
South Carolina
(4/15/2025)
RR
South Dakota
(4/15/2025)
RR
Tennessee
(4/15/2025)
RR
Texas
(4/15/2025)
RR
Utah
(7/25/2022)
RR
Vermont
(4/15/2025)
RR
Virginia
(4/15/2025)
RR
Washington
(4/15/2025)
RR
West Virginia
(4/15/2025)
RR
Wisconsin
(4/15/2025)
RR
Wyoming
(7/25/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Christopher Grieve's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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