Executive Vice President (EVP), Chief Financial Officer (CFO) · Natixis Advisors, LLC
Warren T. Besser
CRD 5327765 · 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 Warren T. Besser on its Form ADV as Executive Vice President (EVP), Chief Financial Officer (CFO), a control person.
Firms and roles
- Natixis Advisors, LLCExecutive Vice President (EVP), Chief Financial Officer (CFO)Wealth manager · Boston, MA · $109B in regulatory assets
AtlasMembers
Warren’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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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 Warren on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Warren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.