Max Robert
Financial advisor at Natixis Advisors
Max Robert is a fiduciary financial advisor in Boston, Massachusetts, registered since Mar 2026. Max has been with Natixis Advisors since 2026. 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
Services through Natixis Advisors
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.
Career
- Apr 2026 – nowNatixis Advisors, LLCCurrent firm
Contact Max
Local office(617) 449-2100Ask for Max. (617) 449-2802Main office 888 Boylston Street Suite 800Boston, MA 02199Office · Get directions Instagram pageNatixis Advisors
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Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
About Max
How do I contact Max?
Call Max’s local office at (617) 449-2100 or the Natixis Advisors main office at (617) 449-2802, and ask for Max Robert.
How long has Max been a financial advisor?
Max is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Natixis Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Max 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.