David J Petruzzelli
Investment adviser representative at Natixis Advisors, LLC
6 yearsExperience
2 statesRegistered 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
6 years in the industry.
- Natixis Advisors, LLCNov 2021 to now
- Natixis Distribution, LLCNov 2021 to now
- LPL Financial LLCJun 2021 to Nov 2021
- Coca-cola Bottling CompanyMay 2019 to Sep 2019
- At&tDec 2018 to Apr 2019
- Quinnipiac UniversityJun 2017 to May 2021
- Nanaimo ClippersJul 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 6735831
- Firm CRD
- 106800