Brent
Charriere

Natixis Advisors, L.P

CRD#4433327
Investment Advisor
in Boston, MA
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About this Advisor

Brent Charriere is a financial advisor who lives in Boston, Massachusetts. Currently an investment advisor at Natixis Advisors, L.P, Charriere has 17 years of professional experience in the financial advisory industry. Charriere holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Charriere is able to work with investors based out of Ohio. During their career, Charriere has held roles at Natixis and Lord Abbett Distributor, LLC. Natixis Advisors, L.P is headquartered in Boston, Massachusetts. Overall, Natixis Advisors, L.P oversees $22 billion in assets dispersed across 23,767 client accounts and employs more than 441 people. The firm's total assets under management makes it one of the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 14% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Natixis Advisors, L.P can provide 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 firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

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

Disclosures

No

Office Location

888 Boylston Street Suite 800
Boston, MA 02199

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Natixis Advisors, L.P Brokerage Details

Total Assets Under Management

$21,323,624,958

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

445

MA Average: 118
Total Number of Accounts

25,398

MA Average: 4,567
Average Account Size

$839,579

MA Average: $3,506,186

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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

Brent Charriere Work History

Brent has 17 years of experience.

2010 - Present (9 years)

Natixis

2001 - 2010 (9 years)

Lord Abbett Distributor, LLC

Disclosures

Brent Charriere has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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