AF
AF

Alexa M Fitzgerald

2 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

197 Clarendon Street, Boston, MA, 02116

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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
November 2025 - Present · 3 mos
Natixis Distribution, LLCBroker
November 2025 - Present · 3 mos
Previous Registrations
John Hancock Investment Management LLC
December 2023 - November 2025 · 1 yr 11 mos
John Hancock Investment Management Distributors LLCBroker
July 2023 - November 2025 · 2 yrs 4 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.