Max Robert
Investment adviser representative at Natixis Advisors, LLC
14 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
14 years in the industry.
- Natixis Advisors, LLCFeb 2026 to now
- Natixis Distribution, LLCFeb 2026 to now
- Town of LynnfieldMar 2022 to now
- North Star R.E. AgentsApr 2021 to now
- Commonwealth Financial NetworkNov 2022 to Jan 2026
- Village Idiot PizzaAug 2019 to Dec 2019
- Union Club of BostonOct 2018 to Dec 2019
- Town of IpswichMay 2018 to Jan 2021
- Lacrosse UnlimitedDec 2015 to Aug 2017
- Town of LynnfieldJan 2012 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7667010
- Firm CRD
- 106800