Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
2yrs
Allison Small
Financial advisor at Natixis Advisors
Allison Small is a fiduciary financial advisor in Boston, Massachusetts, with 2 years in the industry. Allison joined Natixis Advisors in 2026, after a year at Commonwealth Financial Network and less than a year at Sentinel Pension Advisors, LLC.. 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
Experience2 years (since 2024)
How that compares ?2 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 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowNatixis Advisors, LLCCurrent firm
- Apr 2025 – Feb 2026Commonwealth Financial NetworkPreviously
- Oct 2024 – Nov 2024Sentinel Pension Advisors, LLC.Previously
Contact Allison
Local office(617) 449-2100Ask for Allison. (617) 449-2802Main office 888 Boylston Street Suite 800Boston, MA 02199Office · Get directions Instagram pageNatixis Advisors
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Questions to ask Allison
Tailored to Allison’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
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About Allison
How do I contact Allison?
Call Allison’s local office at (617) 449-2100 or the Natixis Advisors main office at (617) 449-2802, and ask for Allison Small.
How long has Allison been a financial advisor?
Allison has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Allison hold?
Series 65. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
Natixis Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Allison 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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