David J Petruzzelli

Natixis Advisors, LLC

4 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

December 2021 - Present · 4 yrs 2 mos

Natixis Distribution, LLC

December 2021 - Present · 4 yrs 2 mos

Natixis Distribution, LLCBroker

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

LPL Financial LLC

November 2021 - December 2021 · 1 mo

LPL Financial LLCBroker

August 2021 - December 2021 · 4 mos

State Registrations27 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.