Allison Small
Investment adviser representative at Natixis Advisors, LLC
12 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
12 years in the industry.
- Natixis Advisors, LLCFeb 2026 to now
- Natixis Distribution, LLCFeb 2026 to now
- Commonwealth Financial NetworkMar 2025 to Jan 2026
- UnemployedJan 2025 to Feb 2025
- MedtronicDec 2024 to Dec 2024
- Sentinel GroupJun 2024 to Nov 2024
- University of New Hampshire Dining HallAug 2023 to Oct 2023
- Foundation for Healthy CommunitiesMay 2023 to Jul 2023
- Signature ConsultantsMay 2022 to Jul 2022
- Easton Country ClubApr 2021 to Aug 2021
- AdvocatesMay 2020 to Jul 2020
- TargetJun 2019 to Jul 2019
- Full Time StudentJun 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7978640
- Firm CRD
- 106800