Eric Lancellotti
Investment adviser representative at Natixis Advisors, LLC
10 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
10 years in the industry.
- Natixis Advisors, LLCNov 2025 to now
- Natixis Distribution, LLCNov 2025 to now
- One Charles Private WealthMay 2023 to Aug 2024
- The Club At New SeaburyMay 2020 to Nov 2025
- Violin InstructorSep 2019 to May 2020
- Baseball Official (darien Little League)Apr 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
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
- 7800471
- Firm CRD
- 106800