STEIN DAVID MORRIS appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. STEIN DAVID MORRIS appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EATON VANCE MANAGEMENT | TRUSTEE | BOSTON, MA |
| — | Form ADV | BOSTON MANAGEMENT AND RESEARCH | TRUSTEE | BOSTON, MA |
| — | Form ADV | PARAMETRIC PORTFOLIO ASSOCIATES LLC | MANAGER, CO-CIO - SEATTLE INVESTMENT CENTER (11/2014) | SEATTLE, WA |
| — | Form ADV | EATON VANCE WATEROAK ADVISORS | TRUSTEE | BOSTON, MA |
| — | Form ADV | HEXAVEST INC. | TRUSTEE | MONTREAL, PROVINCE QUEBEC |
| — | Form ADV | PARAMETRIC PORTFOLIO ASSOCIATES | MANAGING DIRECTOR, DIRECTOR, CIO | SEATTLE, WA |
| — | Form ADV | EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED | TRUSTEE | LONDON |