Quinn
O'Connor

Natixis Advisors, LLC

CRD#7191701
Investment Advisor
in Boston, MA

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About this Advisor

Quinn O'Connor is a financial advisor based in Boston, Massachusetts, working with Natixis Advisors, LLC. Quinn has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, St. Lawrence University, Duxbury Yacht Club Waterfront, Quinn O'Connor Lacrosse Camp, Duxbury High School, Bank Of America, N.A, and Natixis Investment Managers. Quinn has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Quinn is part of Natixis Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 4 offices and 369 employees. The firm manages assets totaling $63.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Natixis Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

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

Office Location

888 Boylston Street Suite 800
Boston, MA 02199

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Natixis Advisors, LLC Brokerage Details

Total Assets Under Management

$63,770,732,162

MA Average: $16,012,751,954
Total Number of Employees

369

MA Average: 118
Total Number of Accounts

63,120

MA Average: 4,567
Average Account Size

$1,010,309

MA Average: $3,506,186

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

Quinn O'Connor Work History

2021 - Present (3 years)

Natixis Investment Managers

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2018 - 2019 (1 year)

St. Lawrence University

2018 - 2018 (< 1 year)

Duxbury Yacht Club Waterfront

2017 - 2018 (1 year)

St. Lawrence University

2017 - 2017 (< 1 year)

Duxbury Yacht Club Waterfront

2016 - 2017 (1 year)

St. Lawrence University

2016 - 2016 (< 1 year)

Duxbury Yacht Club Waterfront

2015 - 2016 (1 year)

St. Lawrence University

2015 - 2015 (< 1 year)

Quinn O'Connor Lacrosse Camp

2014 - 2015 (1 year)

Duxbury High School

2014 - 2014 (< 1 year)

Quinn O'Connor Lacrosse Camp

Disclosures

Please visit the SEC profile of Quinn O'Connor 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

Quinn O'Connor
Boston, MA
Alanna Bollas
Boston, MA
Benjamin Kerelian
San Francisco, CA
Joseph Giar
Boston, MA
Dylan Gonsalves
San Francisco, CA
Thomas Townsend
Boston, MA
Sean Lynch
Boston, MA
Alexander Buhler
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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