Colby Bates
Investment adviser representative at Natixis Advisors, LLC
12 yearsExperience
1 stateRegistered in
$108.7BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Natixis Advisors, LLCApr 2022 to now
- Natixis Distribution, LLCApr 2022 to now
- Morgan Stanley Private Bank, N.AAug 2019 to Apr 2022
- Morgan StanleyJul 2019 to Apr 2022
- Columbia Management Investment Distributors IncOct 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Natixis Advisors, LLC
$108.7BAssets managed
115,562Clients
57Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6202156
- Firm CRD
- 106800