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CL

Colleen M. Lentz

NATIXIS ADVISORS
Boston, MA 02199
Some features on this profile are disabled
CRD#: 6886215
CL

Professional summary

Colleen M Lentz, who also goes by Colleen Mary Lentz, Colleen Lentz, is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in Boston, Massachusetts and NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Colleen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Colleen has worked at 4 firms and has passed the Series 66, Series 63, Series 31, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Colleen Mary Lentz | Colleen Lentz

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 Colleen M Lentz'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

June 16, 2025 - Present

NATIXIS ADVISORS, LLC

Office #1: 888 Boylston Street Suite 800, Boston, MA 02199
RIA
CRD#: 106800
Boston, MA
Current

February 24, 2025 - Present

NATIXIS DISTRIBUTION, LLC

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

April 9, 2019 - February 11, 2025

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
NEW YORK, NY
Past

February 20, 2019 - February 11, 2025

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

May 1, 2018 - February 14, 2019

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
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".
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
Massachusetts
(2/24/2025)
IAR
Massachusetts
(6/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/8/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/16/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/24/2019
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2018
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#: 106800Boston, MA 02199

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