Henry M. Winchester

NATIXIS ADVISORS

Edgewater, MD

Some features on this profile are disabled

CRD#: 5964925

Professional summary

Henry Mccomb Winchester IV, who also goes by Henry Mccomb Winchester, Mac Winchester, is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in Edgewater, Maryland and NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Henry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Henry has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Henry Mccomb Winchester | Mac Winchester

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.

1) Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates. 2) Elite Building Systems - Consultant/Brand Ambassador. Family building maintenance and cleaning services company - identify areas for company improvement and growth, provide ideas on increasing efficiency, reducing costs, developing marketing strategies, and entering new markets, communicate with the company's management team, offering guidance, and monitoring progress to ensure desired outcomes are achieved. 2200 Concord Pike, Wilmington, DE 19803. No compensation. Not investment related. 0 hrs per week, 0 hrs during trading. Effective 07/20/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Mccomb Winchester IV'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

July 1, 2026 - Present

NATIXIS ADVISORS, LLC

RIA

CRD#: 106800

Edgewater, MD

Current

July 1, 2026 - Present

NATIXIS DISTRIBUTION, LLC

Office #1: 888 Boylston Street Suite 800, Boston, MA 02199-8197

CRD#: 34754

BOSTON, MA

Past

October 15, 2025 - July 24, 2026

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

October 15, 2025 - July 24, 2026

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

October 25, 2021 - October 7, 2025

PRINCIPAL ASSET MANAGEMENT

RIA

CRD#: 109002

Edgewater, MD

Past

January 11, 2021 - October 7, 2025

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

Stamford, CT

Past

July 24, 2018 - January 5, 2021

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

Newport Coast, CA

Past

July 18, 2018 - January 5, 2021

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

August 26, 2013 - July 17, 2018

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

Los Angeles, CA

Past

August 19, 2013 - July 17, 2018

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NEW YORK, NY

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".

NATIXIS ADVISORS, LLC

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.

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

Delaware
(7/1/2026)

District of Columbia
(7/1/2026)

Maryland
(7/1/2026)

IAR

Maryland
(7/1/2026)

Virginia
(7/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NATIXIS ADVISORS, LLC

CRD#: 106800 / SEC#: 801-48408

RIA

Registered Investment Advisory firm - (3/1/1995 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NATIXIS ADVISORS, LLC FORM ADV - PART 2A (1/9/2026)

Regulatory assets under management

Total Number of Accounts	85,258
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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Henry M. Winchester

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Mccomb Winchester IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIXIS DISTRIBUTION, LLC

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

PRINCIPAL ASSET MANAGEMENT

PRINCIPAL FUNDS DISTRIBUTOR, INC.

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

ALLIANCEBERNSTEIN L.P.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

Primary Firm SEC Registration

NATIXIS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2013

FINRA

Current Firm

NATIXIS ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NATIXIS ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors