Benjamin Pagett, financial advisor Boston MA

Benjamin Pagett

CRD Number: 6106144
Current Firm: Natixis Advisors, LLC

Benjamin Pagett (CRD# 6106144) is an Investment Advisor Representative working at Natixis Advisors, LLC in Boston, MA and has over 3 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Boston MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Boston MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Company Name Location Dates Years
Natixis Investment Managers Boston, MA Jul 2021 - Current 2
Tpl Construction Lexington, MA Sep 2003 - Jun 2021 17
Financial Compass Group, LLC Wellesley, MA Jul 2019 - Oct 2020 1
Equitable Advisors, LLC New York, NY Jul 2019 - Oct 2020 1
Axa Advisors, LLC New York, NY Jul 2019 - Jun 2020 < 1
Unemployed Somerville, MA May 2019 - Jul 2019 < 1
Boston Harbor Real Estate Boston, MA Jan 2018 - May 2019 1
Lpl Financial, LLC Boston, MA Oct 2017 - Dec 2017 < 1
Integrated Wealth Concepts, LLC Boston, MA Oct 2017 - Dec 2017 < 1
Lpl Financial LLC Charlotte, NC Oct 2012 - Jan 2016 3
Century Bank And Trust Medford, MA Feb 2009 - Jan 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Benjamin P. Pagett
Phone Number: 617-449-2802
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    46,234
    MILLIONS
  • Total Number of Accounts
    49,392
    ACCOUNTS
  • Average Account Value
    $936,059
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.