Alanna D. Bollas

NATIXIS ADVISORS

Boston, MA 02199

Some features on this profile are disabled

CRD#: 6833806

Professional summary

Alanna Danielle Bollas is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in Boston, Massachusetts and NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Alanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Alanna has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alanna Danielle Bollas'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

September 23, 2019 - Present

NATIXIS ADVISORS, LLC

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

RIA

CRD#: 106800

Boston, MA

Current

September 17, 2019 - Present

NATIXIS DISTRIBUTION, LLC

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

CRD#: 34754

Boston, MA

Past

May 29, 2019 - September 12, 2019

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

February 22, 2019 - September 12, 2019

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

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

Connecticut
(9/17/2019)

Maine
(9/17/2019)

Massachusetts
(9/17/2019)

IAR

Massachusetts
(9/23/2019)

New Hampshire
(9/17/2019)

New York
(9/17/2019)

Rhode Island
(9/17/2019)

Vermont
(9/17/2019)

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: 5/15/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/22/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/10/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

NATIXIS ADVISORS, LLC

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)

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 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

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alanna D. Bollas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alanna Danielle Bollas's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIXIS DISTRIBUTION, LLC

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

Primary Firm SEC Registration

NATIXIS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/15/2019

Series 7TO

Date: 2/22/2019

SIE

Date: 11/10/2018

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