James
Nolan

Natixis Advisors, L.P

CRD#5367559
Investment Advisor
in Boston, MA
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About this Advisor

James Nolan is a certified financial planner based in Boston, Massachusetts, who has 11 years of professional experience. Nolan is an advisor for Natixis Advisors, L.P. During their career, the advisor has held roles at Ubs Financial Services Inc and Natixis Global Associates. Nolan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Natixis Advisors, L.P is an advisory firm operating out of Boston, Massachusetts. It has a total of 441 financial advisors. It manages $22 billion in total assets between its 23,767 accounts, placing it among the largest firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 23,767 customer accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Natixis Advisors, L.P performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules typically are based on the type of financial services offered. Fee types charged by Natixis Advisors, L.P can include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

James Nolan Work History

James has 11 years of experience.

2011 - Present (8 years)

Natixis Global Associates

2007 - 2011 (4 years)

Ubs Financial Services Inc

Disclosures

James Nolan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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