Codi Smith
Investment adviser representative at Natixis Advisors, LLC
10 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
10 years in the industry.
- Natixis Advisors, LLCJul 2020 to now
- Natixis Distribution, LLCJul 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to Jun 2020
- Lmcg InvestmentsOct 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6670817
- Firm CRD
- 106800