David
Reilly

Natixis Advisors, L.P

CRD#2366011
Investment Advisor
in Boston, MA
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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

Series 66, Chartered Financial Analyst

Years of Experience

18 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

David Reilly Work History

David has 18 years of experience.

2010 - Present (9 years)

Natixis Distributors, L.P

2009 - Present (10 years)

Foreside Fund Services, LLC

2000 - 2009 (9 years)

Linsco / Private Ledger Corp

Disclosures

David Reilly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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