Dylan
Gonsalves

Natixis Advisors, LLC

CRD#6078992
Investment Advisor
in San Francisco, CA

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About this Advisor

Dylan Gonsalves is a financial advisor based in San Francisco, California, working with Natixis Advisors, LLC. Dylan has previously held positions at Lpl Financial LLC, A&B Construction, Pac Machine Company, Inc, The Bridges Golf Club, Alterg Inc, Fremont Bank, and Natixis. Dylan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Dylan is part of Natixis Advisors, LLC, which operates out of San Francisco, California. The firm has 4 offices and 369 employees. The firm manages assets totaling $63.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Natixis Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

101 Second Street Suite 1600
San Francisco, CA 94105

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Natixis Advisors, LLC Brokerage Details

Total Assets Under Management

$63,770,732,162

CA Average: $16,012,751,954
Total Number of Employees

369

CA Average: 118
Total Number of Accounts

63,120

CA Average: 4,567
Average Account Size

$1,010,309

CA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Dylan Gonsalves Work History

2022 - Present (3 years)

Natixis

2021 - 2022 (1 year)

Lpl Financial LLC

2021 - 2022 (1 year)

Fremont Bank

2020 - 2021 (1 year)

A&B Construction

2019 - 2020 (1 year)

Pac Machine Company, Inc

2017 - 2018 (1 year)

Pac Machine Company, Inc

2017 - 2017 (< 1 year)

The Bridges Golf Club

2014 - 2015 (1 year)

Alterg Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dylan Gonsalves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Natixis Advisors, LLC

Quinn O'Connor
Boston, MA
Dylan Gonsalves
San Francisco, CA
Alanna Bollas
Boston, MA
Benjamin Kerelian
San Francisco, CA
Joseph Giar
Boston, MA
Daniel Itano
Boston, MA
Michael Abramo
Boston, MA
John Janasiewicz
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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