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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

CONOR R MACPHEE

Advisor at EATON VANCE MANAGEMENT

BOSTON, MA

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Search this name across graphsid dfx:ria:056f070d-1e89-4022-bc6a-54c31ab492b6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 19, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EATON VANCE MANAGEMENT
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jul 28, 2016
First registration: Oct 19, 2017
Dual registered: yes, broker-dealer
Other names: Conor Robert MacPhee|MACPHEE R CONOR
IAPD individual key: 6776941

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EATON VANCE MANAGEMENT	Asset manager	Jan 20, 2023	n/a	yes	BOSTON, MA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 17, 2021	Oct 19, 2022	no	SALEM, NH	Previous registration
EATON VANCE MANAGEMENT	Asset manager	Feb 12, 2018	Jan 4, 2021	no	BOSTON, MA	Previous registration
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Bd affiliated wealth	Oct 19, 2017	Jan 29, 2018	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	EATON VANCE MANAGEMENT	Oct 19, 2022	Jan 20, 2023	93	Firm change	Other
EATON VANCE MANAGEMENT	OSAIC WEALTH, INC.	Jan 4, 2021	Jun 17, 2021	164	Firm change	RIA to ibd
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	EATON VANCE MANAGEMENT	Jan 29, 2018	Feb 12, 2018	14	Firm change	Other

Relationships

Registered with (3)

→ EATON VANCE MANAGEMENTRegistered adviserregistration: previous registration
Feb 12, 2018 to Jan 4, 2021factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 17, 2021 to Oct 19, 2022factForm ADV
→ JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 19, 2017 to Jan 29, 2018factForm ADV

Dated events

Occurred
Oct 19, 2022
Advisor changed firm
Conor R Macphee left Osaic Wealth, Inc. for Eaton Vance Management (registered 2023-01-20)
Form ADVobserved 6 days ago