James Nolan

Financial advisor at Natixis Advisors, LLC · Boston, MA

Last updated 2026-10-10

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James Nolan is a financial advisor at Natixis Advisors, LLC in Boston, MA, CRD 5367559. Licenses and exams on the registration: Series 66. IAPD registration began 2011-05-02.

Registration

CRD number
5367559
Registration status
Active
IAPD registration
2011-05-02
Industry Experience
15 years
Work Experience
15 years
States registered
MA

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2011-04 to Present · Natixis Distribution, LLC · Boston, MA
  • 2011-04 to Present · Natixis Advisors, LLC · Boston, MA

Current employment

SEC IAPD record for James Nolan

Natixis Advisors, LLC

Regulatory AUM
$108,654,613,620
Registered advisors
57
Offices
29
Clients per advisor
2027.4 (Very high)
Average AUM per client
$940.2K (Low)
High-net-worth client ratio
47.4% (Moderate)

Natixis Advisors, LLC: advisors, services and reported ETF investments

About

James Nolan is a CFP® financial advisor at Natixis Advisors, LLC in Boston, MA. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 15 years of reported work history.

Natixis Advisors, LLC's firm-level Form ADV reports 57 advisors across 29 offices; approximately 2027.4 clients per advisor, average assets per client of $940,228, and regulatory AUM of $108.7B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and Insurance companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $11.7M across 349 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to James Nolan personally.

Reported ETF positions

Natixis Advisors reports 349 ETF positions worth $11.7M on Form 13F; the largest are listed.

Largest ETF positions reported by Natixis Advisors
FundReported value
VOO — Vanguard S&P 500 ETF$1.6M
VO — Vanguard Morningstar Mid-Cap ETF$1.5M
SCZ — iShares MSCI EAFE Small-Cap ETF$1.2M
IJR — iShares Core S&P Small-Cap ETF$587K
DFIS — Dimensional International Small Cap ETF$458.8K

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Natixis Advisors, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

888 Boylston Street, Boston, MA 02199

56 advisors at this office.

Natixis Advisors office in Boston, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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