Viviana Vilacha (CRD# 7071647) is an Investment Advisor Representative working at Natixis Advisors, LLC in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Natixis Investment Managers | Boston, MA | Oct 2020 - Current | 3 |
| Johnson & Wales University | Providence, RI | Sep 2019 - Current | 4 |
| Securian Financial Services Inc. | St Paul, MN | Dec 2019 - Aug 2020 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Dec 2019 - Aug 2020 | < 1 |
| Pioneer Financial Group | Warwick, RI | Dec 2019 - Aug 2020 | < 1 |
| University Of Massachusetts | Dartmouth, MA | Sep 2019 - May 2020 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Oct 2019 - Nov 2019 | < 1 |
| Nylife Securities, LLC | Bridgewater, MA | Aug 2019 - Sep 2019 | < 1 |
| New York Life Insurance Company | Bridgewater, MA | Feb 2019 - Sep 2019 | < 1 |
| Johnson & Wales University | Providence, RI | Aug 2016 - May 2019 | 2 |
| Depuy Synthes Companies | Raynham, MA | Jan 2015 - Jul 2016 | 1 |
| State Street Global Services | Boston, MA | Mar 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- MA
-
Total Assets Under Management63,771MILLIONS
-
Total Number of Accounts63,120ACCOUNTS
-
Average Account Value$1,010,309
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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