Joseph
Giar

Natixis Advisors, LLC

CRD#5719492
Investment Advisor
in Boston, MA

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About this Advisor

Joseph Giar is a financial advisor who works out of Boston, Massachusetts with a total of 9 years of relevant experience. Giar is currently employed by Natixis Advisors, LLC. Throughout their career, they have worked at "Columbia Management Distributors, Inc", Riversource Investments, Riversource Fund Distributors, Inc and Ngam Distribution, L.P. Giar maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Natixis Advisors, LLC is a firm that has its headquarters in Boston, MA. The investment advisory business has a total of 433 advisors. It controls $46 billion in assets across its 49,392 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 240 charities and foundations. Of its 49,392 customer accounts, 61% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a number 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. Fees charged by financial advisors are based on the type of services provided. Fee types billed by Natixis Advisors, LLC likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

Office Location

888 Boylston Street Suite 800
Boston, MA 02199

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Natixis Advisors, LLC Brokerage Details

Total Assets Under Management

$46,233,819,443

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

433

MA Average: 118
Total Number of Accounts

49,392

MA Average: 4,567
Average Account Size

$936,059

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

Joseph Giar Work History

Joseph has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Ngam Distribution, L.P

2010 - 2014 (4 years)

Riversource Investments

2010 - 2014 (4 years)

Riversource Fund Distributors, Inc

2009 - 2014 (5 years)

"Columbia Management Distributors, Inc"

*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 Joseph Giar 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

Kenneth Birely
Boston, MA
Daniel Itano
Boston, MA
Sean Kaukas
Boston, MA
Edwin Fong
San Francisco, CA
Manish Giri
Boston, MA
James Conner
Boston, MA
Jose Leiva
San Francisco, CA
Codi Quirk
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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