Natixis Advisors, L.P
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About this Advisor
David Reilly is a financial advisor whose office is in Boston, Massachusetts. Currently an investment advisor with Natixis Advisors, L.P, Reilly has 18 years of professional experience as a financial advisor. Reilly has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Reilly is registered to serve customers in Massachusetts. Throughout their career, they have worked at Linsco / Private Ledger Corp, Foreside Fund Services, LLC and Natixis Distributors, L.P. Natixis Advisors, L.P is headquartered in Boston, Massachusetts. As a company, Natixis Advisors, L.P manages $22 billion in assets across 23,767 accounts and employs more than 441 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Natixis Advisors, L.P provides 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
Years of Experience
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Natixis Advisors, L.P Brokerage Details
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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
David Reilly Work History
David has 18 years of experience.
Natixis Distributors, L.P
Foreside Fund Services, LLC
Linsco / Private Ledger Corp
David Reilly has no disclosures.
Please visit their SEC profile for more details.