BK
CFA
BK
CFA

Benjamin Kerelian

8 Years of Experience
Broker
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
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Location

101 Second Street, Suite 1600, San Francisco, CA, 94105

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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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Other Business Activities

Benjamin rents out his condo, an activity that started in June 2016. He spends minimal time on this activity.

Employment History
Current Registrations
Natixis Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Natixis Distribution, LLC
February 2017 - Present · 9 yrs
Natixis Distribution, LLCBroker
February 2017 - Present · 9 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Benjamin Kerelian - Financial Advisor | TrueAdvisor