BH
BH

Brenden Matthew Hagner

14 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
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
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.
Financial
November 2018
Final
Employment History
Current Registrations
Natixis Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
Natixis Distribution, LLC
July 2023 - Present · 2 yrs 7 mos
Natixis Distribution, LLCBroker
July 2023 - Present · 2 yrs 7 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
Exams
No exam information available for this advisor.