James
Nolan
Natixis Advisors, LLC
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About this Advisor
James Nolan is a certified financial planner who works in Boston, Massachusetts, with 12 years of industry experience. Nolan currently works for Natixis Advisors, LLC. They have been an employee of Natixis Advisors, Llc for their whole career. Nolan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Natixis Advisors, LLC is a financial advisory firm based in Boston, MA. It has a total of 433 advisors. It handles $46 billion in assets among its 49,392 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 240 charitable organizations. Of its 49,392 client accounts, 61% belong to high-net-worth individuals who have at least $1 million in investable assets. Natixis Advisors, LLC has a diverse assortment 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 advisory fee schedules are based on the financial services. Fees billed by Natixis Advisors, LLC can be comprised 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 Nolan Work History
James has been registered as a financial advisor for 12 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 Nolan 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
San Francisco, CA
Boston, MA
Boston, MA
Boston, MA
Los Angeles, CA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
