Unclaimed Profile

Curtis Lee Overway

NATIXIS ADVISORS, LLC·BOSTON, Massachusetts

Clean record26 years registeredNATIXIS ADVISORS, LLC

888 BOYLSTON STREET, BOSTON, MA 02199CRD# 4520075Firm CRD# 106800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis Lee Overway · BOSTON, MA

Registration

CRD #4520075 · NATIXIS ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NATIXIS ADVISORS, LLC

NATIXIS ADVISORS, LLC

May 2002 – Jan 2024

San Francisco, CA

JURIKA & VOYLES LP

Jan 2000 – Dec 2003

OAKLAND, CA

Registrations & Exams

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NATIXIS ADVISORS, LLC

CRD 106800 · SEC 801-48408

AUM

$63.8B

Regulatory assets under management

Employees

369

63,120 client accounts

Services offered by NATIXIS ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at NATIXIS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Curtis Lee Overway offer?

Curtis Lee Overway specializes in Investment Management, Wealth Management.

What are Curtis Lee Overway's credentials?

Curtis Lee Overway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Lee Overway located?

Curtis Lee Overway is based in BOSTON, Massachusetts, last registered with NATIXIS ADVISORS, LLC.

How does Curtis Lee Overway charge for services?

Curtis Lee Overway's firm is compensated through percentage of aum, subscription fees, other: a percentage of wrap sponsor fees.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIXIS ADVISORS, LLC?

NATIXIS ADVISORS, LLC has approximately 369 employees and manages $63.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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