Ronak H Doshi
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, LLCFeb 2026 to now
- Natixis Distribution, LLCFeb 2026 to now
- UnemployedJul 2025 to Jan 2026
- Three Arch Wealth Management LLCJan 2025 to Jul 2025
- UnemployedApr 2024 to Dec 2024
- Newedge Securities, Inc.Sep 2020 to Feb 2024
- Jsf Financial, LLCJun 2020 to Mar 2024
- UnemployedJul 2019 to Jun 2020
- Verus InvestmentsApr 2019 to Jul 2019
- Lowell Capital Value PartnersMay 2017 to Apr 2019
- Roth Capital PartnersAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6694825
- Firm CRD
- 106800