Yousef Naga, financial advisor Boston MA

Yousef Naga

CRD Number: 6241241
Current Firm: Natixis Advisors, LLC

Yousef Naga (CRD# 6241241) is an Investment Advisor Representative working at Natixis Advisors, LLC in Boston, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Natixis Investment Managers Boston, MA Jun 2018 - Current 3
Prudential Insurance Company Of America Warwick, RI Nov 2015 - May 2018 2
Pruco Securities LLC Needham, MA Jun 2015 - May 2018 2
Roger Williams University Bristol, RI Aug 2010 - May 2015 4
Fouad Mahmoud Younes And Associates Cairo, Dec 2010 - Jan 2015 4
Morgan Stanley Newport, RI Sep 2013 - Dec 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Yousef S. Naga
Phone Number: 617-449-2802
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    35,069
    MILLIONS
  • Total Number of Accounts
    30,985
    ACCOUNTS
  • Average Account Value
    $1,131,801
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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