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Eric Raymond Eaton

Investment Adviser Representative at Knights OF Columbus Asset Advisors LLC

Boston, MACRD #5069790Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Raymond Eaton is an investment adviser representative with Knights of Columbus Asset Advisors LLC in Boston, MA, where they have been registered since 2019. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Boston Advisors, LLC and Wells Fargo Investments, LLC. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Office

One Liberty Square, 10th Floor
Boston, MA 02109

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/27/2006
Series 7
General Securities Representative Examination
Passed 1/18/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Knights OF Columbus Asset Advisors LLCCurrent
11/5/2019 – Boston, MA
Boston Advisors, LLC
8/15/2016 – 10/30/2019Boston, MA
Boston Advisors, LLC
3/10/2014 – 8/27/2014Boston, MA
Wells Fargo Investments, LLC
1/30/2006 – 3/14/2006Los Angeles, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Boston Advisors, LLC
    Aug 2016 – Sep 2019Boston, MA
  2. Knights of Columbus Asset Advisors
    Oct 2019 – no end date reportedBoston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Knights OF Columbus Asset Advisors LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Mutual funds, separate accounts, model portfolios, target date portfolios, and donor advised funds, all aligned with USCCB investment guidelines.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Faith-based InvestingCatholic InvestingUSCCB GuidelinesMutual FundsSeparate AccountsModel PortfoliosTarget Date PortfoliosDonor Advised Funds

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
230
Offices listed on AdvisorFinder:
2
Main office:
New Haven, CT
SEC file number:
801-80844

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Raymond Eaton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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