TrueAdvisor
TrueAdvisor
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Codi Smith

Natixis Advisors, LLC
7 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
August 2020 - Present · 5 yrs 6 mos
Natixis Distribution, LLCBroker
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - June 2020 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - June 2020 · 1 yr 10 mos
State Registrations14 states
CAIAIDKSMAMNMOMTNDNENVSDWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.