TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
BH
BH
Brenden Matthew Hagner
Natixis Advisors, LLC
14 Years of Experience
1 Disclosure
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
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
View Full SEC Report
How to Read Disclosures
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, LLC
Broker
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 Incorporated
Broker
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 Corporation
Broker
December 2010 - July 2011 · 7 mos
State Registrations
1 state
MA
Advisor
Broker
Both
Exams
No exam information available for this advisor.