AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BK

Benjamin Kerelian

NATIXIS ADVISORS
San Francisco, CA 94105-0908
Some features on this profile are disabled
CRD#: 6678658
BK

Professional summary

Benjamin Kerelian is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in San Francisco, California and NATIXIS DISTRIBUTION, LLC located in San Francisco, California.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Benjamin has worked at 2 firms and has passed the SIE and Series 7 exams.

top-8-questions

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.
Ben is currently renting out his condo. It is not an investment related business. The address is 377 Mandarin Dr #103 Daily City CA 94015. Start date was June of 2016. Nature of the business is Apartment rental. Number of hours per month is 30mins. He collects a check every month from his tenant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Kerelian'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

April 12, 2022 - Present

NATIXIS ADVISORS, LLC

Office #1: 101 Second Street, San Francisco, CA 94105-0908
RIA
CRD#: 106800
San Francisco, CA
Current

February 15, 2017 - Present

NATIXIS DISTRIBUTION, LLC

Office #1: 101 Second Street Suite 1600, San Francisco, CA 94105
BD
CRD#: 34754
San Francisco, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(4/12/2022)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2017
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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)

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#: 106800San Francisco, CA 94105-0908

TRUST BUT VERIFY

Monitor Benjamin Kerelian

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
MS
Maximilian SoaresAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
San Francisco, CA
Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics