Best Investors Account Sign in

James Joseph Dolan

Natixis Advisors, LLC

Boston, MA

Claim This Profile
Current Employers
Natixis Advisors, Llc

888 Boylston Street Suite 800, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2008-08-29
  • MA RA
    APPROVED
    Since 2008-08-29

Branch Locations

888 Boylston Street Suite 800, Boston, MA 02199 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Natixis Advisors, Llc Boston MA 06/2008 Present
Natixis Distribution, Llc Boston MA 06/2008 Present
  • 06/2008 → Present
    Natixis Advisors, Llc
    Boston, MA
  • 06/2008 → Present
    Natixis Distribution, Llc
    Boston, MA
Previous Registrations
  • 2007-10-18 → 2008-03-20
    Atlas Private Wealth Management, Llc
    Williamstown, MA
  • 2007-06-18 → 2007-10-19
    Dion Money Management Inc
    Burlington, MA
    Williamstown, MA
Other Businesses

JB BUILDERS LLC, NOT INVESTMENT RELATED, 8 PYBURN RD,REAL ESTATE, MEMBER, JUNE 2013, 5, 0, GENERAL CONTRACTING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-12-23
S65 Uniform Investment Adviser Law Examination 2007-05-31
  • S63 Uniform Securities Agent State Law Examination
    2009-12-23
  • S65 Uniform Investment Adviser Law Examination
    2007-05-31
Other Names
  • Jim Dolan
  • Jimmy Dolan

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor