Serena
Stone
Natixis Advisors, LLC
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About this Advisor
Serena Stone is a financial advisor based in San Francisco, California, working with Natixis Advisors, LLC. Serena has previously held a position at Ixis Asset Management Distributors, L.P. Serena is registered to provide services in California and Massachusetts. Currently, Serena 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
Services Offered
Fee Structure
Office Location
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Natixis Advisors, LLC Brokerage Details
$63,770,732,162
369
63,120
$1,010,309
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
Serena Stone Work History
Ixis Asset Management Distributors, L.P
Disclosures
Please visit the SEC profile of Serena Stone 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
San Francisco, CA
San Francisco, CA
Boston, MA
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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