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Marilyn Vinton Rosh

NATIXIS ADVISORS, LLC·BOSTON, Massachusetts
SIE, Series 27, Series 99TOClean recordNATIXIS ADVISORS, LLC
888 BOYLSTON STREET, BOSTON, MA 02199CRD# 4206001Firm CRD# 106800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marilyn Vinton Rosh · BOSTON, MA
Registration
CRD #4206001 · NATIXIS ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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
Introduction

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04

Frequently Asked Questions

What services does Marilyn Vinton Rosh offer?
Marilyn Vinton Rosh specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Marilyn Vinton Rosh's credentials?
Marilyn Vinton Rosh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marilyn Vinton Rosh located?
Marilyn Vinton Rosh is based in BOSTON, Massachusetts, working with NATIXIS ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Marilyn Vinton Rosh charge for services?
Marilyn Vinton Rosh'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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