Matthew T. Broadley

NATIXIS ADVISORS

Boston, MA 02199

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CRD#: 7030112

Professional summary

Matthew Thomas Broadley, who also goes by Matt Broadley, is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in Boston, Massachusetts and NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Broadley

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.

Entity Name: MB Royalty LLC Investment related: No "Address: MB Royalty LLC 23 Beech St. Tyngsboro MA. 01879 Mbroyalty.com " Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 09/12/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Ecommerce Clothing Business. Sole Owner. No Connection To JPMC, No overlapping Responsibilities."

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Broadley'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 10, 2025 - Present

NATIXIS ADVISORS, LLC

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

RIA

CRD#: 106800

Boston, MA

Current

October 17, 2024 - Present

NATIXIS DISTRIBUTION, LLC

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

CRD#: 34754

Boston, MA

Past

June 4, 2024 - July 13, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BOSTON, MA

Past

September 29, 2023 - July 13, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

BOSTON, MA

Past

September 16, 2021 - July 17, 2024

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

Boston, MA

Past

July 8, 2020 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

BOSTON, MA

Past

December 7, 2018 - May 2, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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

Massachusetts
(10/17/2024)

IAR

Massachusetts
(7/10/2025)

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 65

Date: 8/28/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/7/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/25/2018

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 9/16/2022

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

NATIXIS ADVISORS, LLC

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)

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.

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Advisor Monitoring

Firm Stability Insights

Matthew T. Broadley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Broadley's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIXIS DISTRIBUTION, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

NATIXIS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2021

Series 63

Date: 12/21/2018

Series 7TO

Date: 12/7/2018

SIE

Date: 10/25/2018

Series 24

Date: 9/16/2022

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

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