William Malcolm Moore
Investment adviser representative at Natixis Advisors, LLC
10 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
10 years in the industry.
- Natixis Advisors, LLCMar 2022 to now
- Natixis Distribution, LLCMar 2022 to now
- Fidelity InvestmentsMay 2021 to Mar 2022
- Carriagehouse Consulting Inc.Aug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Asset Strategy AdvisorsJun 2018 to Aug 2019
- Denison UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, WA).
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
- 6969106
- Firm CRD
- 106800