CF
CF

Christopher Fullerton

28 Years of Experience
1 DisclosureBroker

Christopher Fullerton is a registered investment advisor at Natixis Advisors, LLC, based in Boston, MA, with 28 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85,258 clients with $85B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
85,258 clients
Average Client Portfolio
$1000K average
Assets Under Management
$85.2B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Natixis Advisors provides investment advisory services to managed account clients through bundled and unbundled programs. Fees are negotiated between Natixis Advisors and the program sponsor. The client account minimum for an Unbundled Program account is generally $250,000, but can be waived. Fees are calculated as a percentage of assets under management or advised, or through fixed fees or a percentage of a program sponsor's fees. Fees are paid either quarterly or monthly, in advance or in arrears.

Loading...

Location

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

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2003
Employment History
Current Registrations
Natixis Distribution, LLC
August 2009 - Present · 16 yrs 8 mos
Natixis Advisors, LLC
August 2009 - Present · 16 yrs 8 mos
Natixis Distribution, LLCBroker
August 2009 - Present · 16 yrs 8 mos
Previous Registrations
Princor Financial Services CorporationBroker
June 2007 - September 2008 · 1 yr 3 mos
Principal Funds Distributor, INC.Broker
January 2004 - August 2009 · 5 yrs 7 mos
Planco Financial Services, INC.Broker
June 2003 - January 2004 · 7 mos
Guardian Investor Services LLCBroker
December 2000 - March 2003 · 2 yrs 3 mos
Touchstone Securities, INC.Broker
September 1999 - October 2000 · 1 yr 1 mo
Delaware Distributors, L.P.Broker
June 1999 - November 1999 · 5 mos
Vanguard Marketing CorporationBroker
January 1997 - October 1998 · 1 yr 9 mos
State Registrations39 states
AKALARAZCACOFLGAHIIAIDILINKSKYLAMIMNMOMSMTNDNENMNVOHOKORPAPRSDTNTXUTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.