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Brenden Hagner

14 Years of Experience
1 DisclosureBroker

Brenden Hagner is a registered investment advisor at Natixis Advisors, LLC, based in Charlestown, MA, with 14 years of industry experience. Brenden 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.

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Location

Charlestown, MA

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History

Regulatory History (1)
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Financial
November 2018
Final
Employment History
Current Registrations
Natixis Advisors, LLC
July 2023 - Present · 2 yrs 9 mos
Natixis Distribution, LLC
July 2023 - Present · 2 yrs 9 mos
Natixis Distribution, LLCBroker
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
Truist Advisory Services, INC.
March 2022 - July 2023 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - January 2022 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - January 2022 · 5 yrs 1 mo
Msi Financial Services, INC.
April 2013 - November 2016 · 3 yrs 7 mos
Msi Financial Services, INC.Broker
August 2011 - November 2016 · 5 yrs 3 mos
First Investors CorporationBroker
December 2010 - July 2011 · 7 mos
State Registrations1 state
MA
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.