Zachary Benjamin Winer
Professional Summary
Zachary Benjamin Winer, who also goes by Zach Winer, Zachary B Winer, Zachary Benjamin Winer Mr, Zachary Winer, Zack Winer, Zackary Winer, is a registered financial advisor currently at NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts. Zachary is registered as a RR (Registered Representative) and started their career in finance in 2011. Zachary has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Zach Winer, Zachary B Winer, Zachary Benjamin Winer Mr, Zachary Winer, Zack Winer, Zackary Winer
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. | TNE INVESTMENT SERVICES, L.P. | NVEST FUNDS DISTRIBUTOR, L.P. | NGAM DISTRIBUTION, L.P. | NEW ENGLAND FUNDS, L.P. | NATIXIS DISTRIBUTORS, L.P. | NATIXIS DISTRIBUTION, LLC | NATIXIS DISTRIBUTION, L.P. | IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P.
Contact Information
Main Address
888 Boylston Street Suite 800, Boston, MA 02199-8197Mailing Address
888 Boylston Street Suite 800, Boston, MA 02199-8197Phone Number
(617) 449-2828Established
Delaware since 07/23/1993Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NATIXIS INVESTMENT MANAGERS, LLC | SOLE MEMBER | — |
| BESSER, WARREN TAYLOR | EXECUTIVE VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER | 5327765 |
| GIUNTA, DAVID LAWRENCE | PRESIDENT, CHIEF EXECUTIVE OFFICER | 2290469 |
| LOUREIRO, ANTHONY DAVID | CHIEF COMPLIANCE OFFICER | 2087464 |
| ROSH, MARILYN VINTON | SENIOR VICE PRESIDENT, PRINCIPAL OPERATIONS OFFICER | 4206001 |
| TOBIN, SUSAN MCWHAN | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL | 4649471 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Zachary Benjamin Winer's CRS (Customer Relationship Summary).
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