David Thomas Reilly

CFA

Natixis Advisors, LLC

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Natixis Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

53 advisors

Number of Clients

85,258 clients

Average Client Portfolio

$1000K average

Assets Under Management

$85.2B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

888 Boylston Street, Suite 800, Boston, MA, 02199

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Natixis Advisors, LLC

April 2018 - Present · 7 yrs 10 mos

Natixis Distribution, LLCBroker

May 2010 - Present · 15 yrs 9 mos

Previous Registrations

Foreside Fund Services, LLCBroker

May 2009 - December 2009 · 7 mos

LPL Financial CorporationBroker

February 2005 - March 2009 · 4 yrs 1 mo

Linsco/private Ledger CORP.Broker

March 2001 - December 2004 · 3 yrs 9 mos

State Registrations52 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.