ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Boston
8yrs

Yi Gu

Financial advisor at Natixis Advisors

Yi Gu is a financial advisor in Boston, Massachusetts, with 8 years in the industry. Yi joined Natixis Advisors in 2018, a firm offering investment management and selecting outside investment managers. Yi holds the CFA designation.

One of 3765 advisors with offices in Boston.

Boston, MA 02199CFA
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office888 Boylston Street Suite 800, Boston, MA 02199
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$865,396
Advisors at the firm57
States licensed ?1 state

Services through Natixis Advisors

Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. 2018 – now

Questions to ask Yi

Tailored to Yi’s registration and firm.

  1. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Yi

How do I contact Yi?

Call Yi’s local office at (617) 449-2100 or the Natixis Advisors main office at (617) 449-2802, and ask for Yi Gu.

How long has Yi been a financial advisor?

Yi has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Yi hold?

No exams are listed on the official record.

Is Yi a fiduciary?

Yi is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Yi paid?

Natixis Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Yi for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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