Colby Bates

Natixis Advisors, LLC

12 Years of Experience

Broker

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.

Employment History

Current Registrations

Natixis Advisors, LLC

May 2022 - Present · 3 yrs 9 mos

Natixis Distribution, LLCBroker

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Morgan Stanley

September 2019 - April 2022 · 2 yrs 7 mos

Morgan StanleyBroker

September 2019 - April 2022 · 2 yrs 7 mos

Columbia Management Investment Advisers, LLC

October 2014 - August 2019 · 4 yrs 10 mos

Columbia Management Investment Distributors, INC.Broker

October 2014 - August 2019 · 4 yrs 10 mos

Strategic Advisers, INC.

March 2014 - October 2014 · 7 mos

Fidelity Brokerage Services LLCBroker

August 2013 - October 2014 · 1 yr 2 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.