Dylan
Gonsalves
Natixis Advisors, LLC
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About this Advisor
Dylan Gonsalves is a financial advisor based out of San Francisco, California, with a total of 1 year of relevant experience. Gonsalves is currently employed by Natixis Advisors, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, A&B Construction, Pac Machine Company, Inc, The Bridges Golf Club, Alterg Inc, San Luis Obispo Country Club, California Polytechnic State University, San Luis Obispo, Fremont Bank and Natixis. Gonsalves maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Natixis Advisors, LLC is a registered investment business that has its headquarters in Boston, MA. It has a total of 433 people on staff. It has $46 billion in assets under management across its 49,392 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 240 charitable organizations. Of its 49,392 client accounts, 61% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely depend on the type of services. Fees charged by Natixis Advisors, LLC can consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Natixis Advisors, LLC Brokerage Details
$46,233,819,443
433
49,392
$936,059
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
Dylan has been registered as a financial advisor for 1 years.*
Natixis
Lpl Financial LLC
Fremont Bank
A&B Construction
Pac Machine Company, Inc
Pac Machine Company, Inc
The Bridges Golf Club
Alterg Inc
San Luis Obispo Country Club
California Polytechnic State University, San Luis Obispo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Boston, MA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
Los Angeles, CA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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