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Colleen M Lentz

Natixis Advisors, LLC

Boston, MA

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Current Employers
Natixis Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-16
  • MA RA
    APPROVED
    Since 2025-06-16

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
National Financial Services Llc Boston MA 09/2017 02/2019
Fidelity Investments Smithfield RI 08/2016 08/2017
Neuberger Berman New York NY 02/2019 02/2025
Natixis Distribution, Llc Boston MA 02/2025 Present
Natixis Advisors, Llc Boston MA 02/2025 Present
  • 09/2017 → 02/2019
    National Financial Services Llc
    Boston, MA
  • 08/2016 → 08/2017
    Fidelity Investments
    Smithfield, RI
  • 02/2019 → 02/2025
    Neuberger Berman
    New York, NY
  • 02/2025 → Present
    Natixis Distribution, Llc
    Boston, MA
  • 02/2025 → Present
    Natixis Advisors, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-08
S63 Uniform Securities Agent State Law Examination 2018-07-16
  • S66 Uniform Combined State Law Examination
    2019-04-08
  • S63 Uniform Securities Agent State Law Examination
    2018-07-16
Other Names
  • Colleen Mary Lentz
  • Colleen Lentz

View on SEC IAPD

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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

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