TrueAdvisor
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DP
CFA
DP
CFA

Daniel Robert Price

Natixis Advisors, LLC
23 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Natixis Advisors, LLC
February 2012 - Present · 14 yrs
Natixis Distribution, LLC
October 2006 - Present · 19 yrs 4 mos
Natixis Distribution, LLCBroker
October 2006 - Present · 19 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
April 2002 - October 2006 · 4 yrs 6 mos
Bb&k Fund Services, INC.Broker
February 2000 - May 2000 · 3 mos
State Registrations2 states
CAMA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.