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Detailed Report
Patrick McMahon
PATRICK ROBERT MCMAHON, PATRICK MCMAHON, Pat McMahon
CRD#: 6944318
IA
Investment Adviser
B
Broker
EATON VANCE MANAGEMENTCRD#: 104859 ONE POST OFFICE SQUARE
BOSTON, MA 02109
EATON VANCE DISTRIBUTORS, INC.CRD#: 37731 ONE POST OFFICE SQUARE
BOSTON, MA 02109
Registration History
201920202021202220232024202520262 FIRMS2020 - Present (4 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2019 - 2020 (<1 year)
License(s)

State Registrations

B
Delaware 5/15/2023
B
Oregon 9/30/2022
B
Maryland 5/15/2023
B
Virginia 5/15/2023
B
Massachusetts 2/26/2020
B
Washington 9/30/2022
IA
Massachusetts 11/30/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EATON VANCE MANAGEMENT (CRD#:104859)
ONE POST OFFICE SQUARE, BOSTON, MA 02109
Registered with this firm since 11/30/2020
B
EATON VANCE DISTRIBUTORS, INC. (CRD#:37731)
ONE POST OFFICE SQUARE, BOSTON, MA 02109
Registered with this firm since 2/26/2020
Previous Registration(s)
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B
 08/26/2019 - 02/10/2020 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) MERRIMACK, NH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.