Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
8yrs
Codi Smith
Financial advisor at Natixis Advisors
Based in Boston, Massachusetts, Codi Smith is a fiduciary financial advisor with 8 years of industry experience. Codi joined Natixis Advisors in 2020, after a year at Merrill. Natixis Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office888 Boylston Street Suite 800, Boston, MA 02199
FirmNatixis Advisors
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowNatixis Advisors, LLCCurrent firm
- Feb 2019 – Jun 2020MerrillPreviously
Contact Codi
Local office(617) 449-2100Ask for Codi. (617) 449-2802Main office 888 Boylston Street Suite 800Boston, MA 02199Office · Get directions Instagram pageNatixis Advisors
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Questions to ask Codi
Tailored to Codi’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Codi
How do I contact Codi?
Call Codi’s local office at (617) 449-2100 or the Natixis Advisors main office at (617) 449-2802, and ask for Codi Smith.
How long has Codi been a financial advisor?
Codi has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Codi hold?
Series 66. Tap any license on this page to see what it allows.
Is Codi a fiduciary?
Codi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Codi paid?
Natixis Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Codi 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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