EASTERN INVESTMENT ADVISORS, INC.
CRD #148101 SEC #801-69631 BOSTON, MA 617-897-1119
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
10
Clients
--
Accounts
3,303
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AHLQUIST, DAVID, ANDREW | I | TREASURER | NA | Control |
| AHLQUIST, DAVID, ANDREW | I | TREASURER | NA | Control |
| AHLQUIST, DAVID, ANDREW | I | TREASURER | NA | Control |
| AHLQUIST, DAVID, ANDREW | I | TREASURER | NA | Control |
| BROOKS, ROSE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROOKS, ROSE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROOKS, ROSE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROOKS, ROSE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GERVIG, MARK, PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLBROOK, RICHARD, EDWARD | I | DIRECTOR | NA | Control |
| HOLBROOK, RICHARD, EDWARD | I | DIRECTOR | NA | Control |
| HOLBROOK, RICHARD, EDWARD | I | DIRECTOR | NA | Control |
| HOLBROOK, RICHARD, EDWARD | I | DIRECTOR | NA | Control |
| HOLBROOK, RICHARD, EDWARD | I | DIRECTOR | NA | Control |
| KATTAR, JOHN, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| KATTAR, JOHN, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| KATTAR, JOHN, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| KATTAR, JOHN, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| KATTAR, JOHN, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| MCMULLEN, CAROL, CHARPIE | I | CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| MCMULLEN, CAROL, CHARPIE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MCMULLEN, CAROL, CHARPIE | I | CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| MCMULLEN, CAROL, CHARPIE | I | CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| EASTERN BANK | DE | SHAREHOLDER | E | Control |
| EASTERN BANK | DE | SHAREHOLDER | E | Control |
| EASTERN BANK | DE | SHAREHOLDER | E | Control |
| EASTERN BANK | DE | SHAREHOLDER | E | Control |
| EASTERN BANK | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EASTERN BANK CORPORATION | DE | EASTERN BANK | E | Control |
| EASTERN BANK CORPORATION | DE | EASTERN BANK | E | Control |
| EASTERN BANK CORPORATION | DE | EASTERN BANK | E | Control |
| EASTERN BANK CORPORATION | DE | EASTERN BANK | E | Control |
| EASTERN BANK CORPORATION | DE | EASTERN BANK | E | Control |
Registrations
Federal
IA
Jan 28, 2010 REGISTERED
Notice Filings (1)
MA
Address
265 FRANKLIN STREETBOSTON, MA 02110-3113
United States
Phone: 617-897-1119