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KS

Kelsey L. Slonieski

NATIXIS ADVISORS
Whitefish Bay, WI
Some features on this profile are disabled
CRD#: 5719268
KS

Professional summary

Kelsey Lynn Slonieski, who also goes by Kelsey Lobaton, Kelsey Lynn Sloniesk, is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in Whitefish Bay, Wisconsin and NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Kelsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Kelsey has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelsey Lobaton | Kelsey Lynn Sloniesk

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.
Rental property / No / Charlestown, MA / Rental income / Owner / 7-15-22 / 1 / 0 / Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelsey Lynn Slonieski's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 31, 2018 - Present

NATIXIS ADVISORS, LLC

RIA
CRD#: 106800
Whitefish Bay, WI
Current

May 21, 2018 - Present

NATIXIS DISTRIBUTION, LLC

Office #1: 888 Boylston Street Suite 800, Boston, MA 02199-8197
BD
CRD#: 34754
Boston, MA
Past

December 22, 2017 - June 18, 2019

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

RIA
CRD#: 174433
BOSTON, MA
Past

January 11, 2017 - May 22, 2018

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

May 24, 2016 - November 29, 2016

HENNION & WALSH ASSET MANAGEMENT, INC.

RIA
CRD#: 126236
PARSIPPANY, NJ
Past

November 19, 2009 - November 29, 2016

HENNION & WALSH, INC.

BD
CRD#: 25766
PARSIPPANY, NJ

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
Illinois
(1/4/2023)
IAR
Massachusetts
(5/31/2018)
RR
Wisconsin
(5/9/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/13/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/14/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2009
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NATIXIS ADVISORS, LLC FORM ADV - PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts85,258
AUM (Assets Under Management)$ 85,230,726,459

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NATIXIS ADVISORS, LLC

CRD#: 106800Whitefish Bay, WI

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