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Sean Francis Lynch

Investment adviser representative at Natixis Advisors, LLC
13 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

13 years in the industry.

  1. Natixis Advisors, LLCJan 2023 to now
  2. Natixis Distribution, LLCJan 2023 to now
  3. PathstoneDec 2020 to Dec 2022
  4. Merrill Lynch Wealth ManagementDec 2017 to Dec 2020
  5. New Haven Country ClubJun 2017 to Nov 2017
  6. Bryant UniversitySep 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
6895993
Firm CRD
106800
Advisor's SEC record (opens in a new tab)
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