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Executive Vice President (EVP) General Counsel · Natixis Advisors, LLC

Susan M. Tobin

CRD 4649471 · 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 Susan M. Tobin on its Form ADV as Executive Vice President (EVP) General Counsel, a control person.

Firms and roles

  • Natixis Advisors, LLCExecutive Vice President (EVP) General CounselWealth manager · Boston, MA · $109B in regulatory assets

AtlasMembers

Susan’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
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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 Susan 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 Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.