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Connor Daniel Reardon

Natixis Advisors, LLC

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About Connor Daniel Reardon

Connor Daniel Reardon is an Investment Adviser Representative at Natixis Advisors, LLC. Connor has been in the financial industry since November 18, 2021. Connor holds the Series 65, Series 7TO and SIE licenses and is registered with FINRA, the State of Massachusetts and has 1 approved SRO registration. Natixis Advisors, LLC is a Registered Investment Adviser headquartered in Boston, Massachusetts. The firm manages approximately $63.8 billion in assets and has over 200 employees. Natixis Advisors, LLC specializes in providing portfolio management for individuals, businesses and investment companies.

Firm Information

Connor Reardon 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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Connor Reardon’s Registration & Firm History

MA

12/21/2022 - Present

Natixis Advisors, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 08/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor Daniel Reardon.
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