DFX Intelligence
Advisors
Advisors registered through Natixis Advisors, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
57 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Nathan Robert Stevens Certified Financial Planner · dual registrant | Natixis Advisors, LLC BD affiliated | Boston, Ma | Sep 23, 2019 | 10 y | 1 | 1 |
| Thomas Neil Townsend dual registrant | Natixis Advisors, LLC BD affiliated | Providence, Ri | Oct 30, 2023 | 13 y | 1 | 2 |
| Jake Conway Treanor dual registrant | Natixis Advisors, LLC BD affiliated | Boston, Ma | May 9, 2024 | 11 y | 1 | 1 |
| D•••• A••••• V•••• dual registrant | N•••••• A•••••••• L•• BD affiliated | Boston, Ma | Nov 12, 2024 | 11 y | 0 | 1 |
| H•••• N•••• W•••••• dual registrant | N•••••• A•••••••• L•• BD affiliated | Boston, Ma | Aug 6, 2025 | 10 y | 1 | 4 |
| T•••• A• W••••••• dual registrant | N•••••• A•••••••• L•• BD affiliated | Boston, Ma | Sep 13, 2022 | 10 y | 0 | 1 |
| H•••• M••••• W••••••••• dual registrant | N•••••• A•••••••• L•• BD affiliated | Boston, Ma | Jul 1, 2026 | 13 y | 4 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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