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Codi Smith

Natixis Advisors, LLC

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About Codi Smith

Codi Smith is a financial advisor with Natixis Advisors, LLC. Codi has been in the industry since August 2018. Codi has a Series 66 license, as well as a Series 7 and SIE. Codi Smith is registered in the following states: California, Idaho, Iowa, Kansas, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, North Dakota, South Dakota, Wisconsin, and Wyoming. Codi has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and LMCG Investments in the past.

Firm Information

Codi Smith is currently registered with Natixis Advisors, LLC. Natixis Advisors, LLC is a Boston, MA-based investment advisor with over $63.77 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They also offer overlay portfolio management and model research as an additional service. Natixis Advisors serves a diverse range of clients, including individuals, corporations, investment companies, charitable organizations, pension plans, and government entities.
Natixis Advisors, LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$63.77B

Assets Under Management

21

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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overlay portfolio management and model research provider.

Overlay portfolio management and model research provider.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of wrap sponsor fees.

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Codi Smith’s Registration & Firm History

MA

08/11/2020 - Present

Natixis Advisors, LLC (BOSTON MA)

CA

08/01/2018 - 06/09/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 02/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Codi Smith.
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