Evan Goldschmidt

Employer firm

Natixis Advisors, LLC CRD 106800

$109B regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 05/2025
  Charles Schwab & Co., Inc
  Boston, MA
• 10/2022 → 05/2025
  Charles Schwab Bank Ssb
  Boston, MA
• 06/2021 → 08/2021
  Shell
  Houston, TX
• 06/2020 → 08/2020
  Lundborg-Land Kennels And Bree
  Perris, CA
• 08/2018 → 12/2019
  Which Wich
  Austin, TX
• 07/2012 → 06/2018
  School
  Aliso Viejo, CA
• 07/2018 → 08/2022
  College
  Austin, TX
• 06/2025 → Present
  Natixis Advisors, Llc
  Boston, MA
• 06/2025 → Present
  Natixis Distribution, Llc
  Boston, MA

Previous Registrations

• 2024-06-26 → 2025-06-05
  Charles Schwab & Co., Inc.
  Boston, MA
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-06-25

Other Names

• Evan Goldschmidt
• Evan David Goldschmidt