DR
David T. Reilly
NATIXIS ADVISORS
Boston, MA 02199
Some features on this profile are disabled
CRD#: 2366011
DR
Professional summary
David Thomas Reilly is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in Boston, Massachusetts and NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. David has worked at 4 firms and has passed the Series 66, Series 6TO, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Thomas Reilly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 30, 2018 - Present
NATIXIS ADVISORS, LLC
Office #1: 888 Boylston Street Suite 800, Boston, MA 02199RIA
CRD#: 106800
Boston, MA
Current
May 20, 2010 - Present
NATIXIS DISTRIBUTION, LLC
Office #1: 888 Boylston Street Suite 800, Boston, MA 02199-8197BD
CRD#: 34754
Boston, MA
Past
May 1, 2009 - December 9, 2009
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
BOSTON, MA
Past
February 16, 2005 - March 26, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
BOSTON, MA
Past
March 13, 2001 - December 10, 2004
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NATIXIS ADVISORS, LLC
CDC IXIS ASSET MANAGEMENT ADVISERS, L.P. | SEEYOND | NVEST FUNDS MANAGEMENT LP | NGAM ADVISORS, L.P. | NATIXIS ASSET MANAGEMENT ADVISORS, L.P. | NATIXIS ADVISORS, LLC | NATIXIS ADVISORS, L.P. | IXIS ASSET MANAGEMENT ADVISORS, L.P.
CRD#: 106800 / SEC#: 801-48408
RIA
Registered Investment Advisory firm - (3/1/1995 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/20/2010)
RR
Alaska(5/20/2010)
RR
Arizona(5/20/2010)
RR
Arkansas(5/20/2010)
RR
California(5/20/2010)
RR
Colorado(5/20/2010)
RR
Connecticut(5/20/2010)
RR
Delaware(5/20/2010)
RR
District of Columbia(5/20/2010)
RR
Florida(5/20/2010)
RR
Georgia(5/20/2010)
RR
Hawaii(5/20/2010)
RR
Idaho(5/20/2010)
RR
Illinois(5/20/2010)
RR
Indiana(5/20/2010)
RR
Iowa(5/20/2010)
RR
Kansas(5/20/2010)
RR
Kentucky(5/20/2010)
RR
Louisiana(5/20/2010)
RR
Maine(5/20/2010)
RR
Maryland(5/20/2010)
RR
Massachusetts(5/20/2010)
IAR
Massachusetts(4/30/2018)
RR
Michigan(5/20/2010)
RR
Minnesota(5/20/2010)
RR
Mississippi(5/20/2010)
RR
Missouri(5/20/2010)
RR
Montana(5/20/2010)
RR
Nebraska(5/20/2010)
RR
Nevada(5/20/2010)
RR
New Hampshire(5/20/2010)
RR
New Jersey(5/20/2010)
RR
New Mexico(5/20/2010)
RR
New York(5/20/2010)
RR
North Carolina(5/20/2010)
RR
North Dakota(5/20/2010)
RR
Ohio(5/21/2010)
RR
Oklahoma(5/20/2010)
RR
Oregon(5/20/2010)
RR
Pennsylvania(5/20/2010)
RR
Puerto Rico(5/20/2010)
RR
Rhode Island(5/20/2010)
RR
South Carolina(5/20/2010)
RR
South Dakota(5/20/2010)
RR
Texas(5/20/2010)
RR
Utah(5/20/2010)
RR
Vermont(5/20/2010)
RR
Virgin Islands(5/20/2010)
RR
Virginia(5/20/2010)
RR
Washington(5/20/2010)
RR
West Virginia(5/20/2010)
RR
Wisconsin(5/20/2010)
RR
Wyoming(5/20/2010)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NA
NATIXIS ADVISORS, LLC
CDC IXIS ASSET MANAGEMENT ADVISERS, L.P. | SEEYOND | NVEST FUNDS MANAGEMENT LP | NGAM ADVISORS, L.P. | NATIXIS ASSET MANAGEMENT ADVISORS, L.P. | NATIXIS ADVISORS, LLC | NATIXIS ADVISORS, L.P. | IXIS ASSET MANAGEMENT ADVISORS, L.P.
CRD#: 106800 / SEC#: 801-48408
RIA
Registered Investment Advisory firm - (3/1/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
888 Boylston Street Suite 800, Boston, MA 02199
Mailing Address
Phone number
(617) 449-2802
Established
Firm type
Fiscal year end
# of Employees
426
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 85,258 |
| AUM (Assets Under Management) | $ 85,230,726,459 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NATIXIS ADVISORS, LLC
CRD#: 106800Boston, MA 02199TRUST BUT VERIFY
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