Matthew Thomas Broadley
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.
- Natixis Advisors, LLCOct 2024 to now
- Natixis Distribution, LLCOct 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Jul 2024
- Mb Royalty LLCSep 2023 to Sep 2024
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Securities Company, LLCJul 2020 to Sep 2023
- First Republic Investment Management, IncJul 2020 to Jul 2023
- MatrixApr 2020 to Jul 2020
- UnemployedJun 2019 to Apr 2020
- Fidelity Brokerage Services LLCOct 2018 to May 2019
- Fidelity InvestmentsMay 2018 to Oct 2018
- VeritudeOct 2017 to May 2018
- UnemployedMay 2017 to Oct 2017
- Roger Williams UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
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
- 7030112
- Firm CRD
- 106800