James
Dolan
Natixis Advisors, LLC
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About this Advisor
James Dolan is a financial advisor who works in Boston, Massachusetts, with a total of 15 years of relevant experience. Dolan is on the advisory team at Natixis Advisors, LLC. They have worked at Natixis Advisors, Llc for the entirety of their career. Dolan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Natixis Advisors, LLC is a registered investment business based out of Boston, MA. The company has a total of 433 advisors. It manages $46 billion in assets under management among its 49,392 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 240 charities and foundations. Of its 49,392 client accounts, 61% are associated with high-net-worth individuals who have more than $1 million in assets. Natixis Advisors, LLC offers a broad set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules typically depend on which service is offered. However, fee types billed by Natixis Advisors, LLC can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Natixis Advisors, LLC Brokerage Details
$46,233,819,443
433
49,392
$936,059
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
James Dolan Work History
James has been registered as a financial advisor for 15 years.*
Natixis Global Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Dolan 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
Boston, MA
San Francisco, CA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
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