Unclaimed Profile

Daniel Robert Price

NATIXIS ADVISORS, LLC·BOSTON, Massachusetts

SIE, Series 7, Series 63CFAClean record14 years registeredNATIXIS ADVISORS, LLC

888 BOYLSTON STREET, BOSTON, MA 02199CRD# 4098124Firm CRD# 106800

Profile Verification

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

Identity

Daniel Robert Price · BOSTON, MA

Registration

CRD #4098124 · NATIXIS ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

EDWARD JONES

Mar 2026 – present

NATIXIS ADVISORS, LLC

Feb 2012 – Jan 2026

San Francisco, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 14, 2012

Years registered · 14

Professional designation · CFA

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 Daniel Robert Price offer?

Daniel Robert Price specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Daniel Robert Price's credentials?

Daniel Robert Price holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Robert Price located?

Daniel Robert Price is based in BOSTON, Massachusetts, working with NATIXIS ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Daniel Robert Price charge for services?

Daniel Robert Price'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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