Daniel
Nickerson

Natixis Advisors, LLC

CRD#6515430
Investment Advisor
in Boston, MA

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About this Advisor

Daniel Nickerson is a financial advisor based in Boston, Massachusetts, working with Natixis Advisors, LLC. Daniel has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Dedham Country And Polo Club, Massbay Community College, Voya Financial, Wellesley Country Club, Voya Financial Advisors, and Natixis Investment Managers. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Daniel is part of Natixis Advisors, LLC, which operates out of Boston, Massachusetts. 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

888 Boylston Street Suite 800
Boston, MA 02199

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Natixis Advisors, LLC Brokerage Details

Total Assets Under Management

$63,770,732,162

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

369

MA Average: 118
Total Number of Accounts

63,120

MA Average: 4,567
Average Account Size

$1,010,309

MA 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

Daniel Nickerson Work History

2021 - Present (4 years)

Natixis Investment Managers

2018 - 2021 (3 years)

Voya Financial Advisors

2016 - 2018 (2 years)

Nylife Securities LLC

2016 - 2016 (< 1 year)

New York Life Insurance Company

2016 - 2016 (< 1 year)

Dedham Country And Polo Club

2015 - 2016 (1 year)

Massbay Community College

2015 - 2015 (< 1 year)

Voya Financial

2013 - 2015 (2 years)

Wellesley Country Club

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel Nickerson 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
Alanna Bollas
Boston, MA
Benjamin Kerelian
San Francisco, CA
Dylan Gonsalves
San Francisco, CA
Joseph Giar
Boston, MA
Sean Lynch
Boston, MA
Kenneth Birely
Boston, MA
Sean Kaukas
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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