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Chief Investment Officer, Direct Indexing · Natixis Advisors, LLC

Michael L. Yip

CRD 7962785 · Named on Form ADV at one SEC-registered adviser

At a glance

Natixis Advisors, LLC, an SEC-registered wealth manager based in Boston, MA with $108.7 billion in regulatory assets, lists Michael L. Yip on its Form ADV as Chief Investment Officer, Direct Indexing, a control person.

Firms and roles

  • Natixis Advisors, LLCChief Investment Officer, Direct IndexingWealth manager · Boston, MA · $109B in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Anthony D. LoureiroSenior Vice President (SVP), Natixis Advisors, LLC
  • David A. VallonSenior Vice President (SVP) & Chief Compliance Officer (CCO) - Advisor, Natixis Advisors, LLC
  • David L. GiuntaPresident & Chief Executive Officer (CEO) and Board of Managers Member, Natixis Advisors, LLC
  • Marilyn V. RoshSenior Vice President & Controller, Natixis Advisors, LLC
  • Christopher L. SharpeCIO Natixis Investment Manager Solutions U.S., Natixis Advisors, LLC

4 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.