Kristen Doyle, financial advisor Boston MA
93 score

Kristen Doyle

CRD Number: 5418337
Current Firm: Loomis, Sayles & Company, LP

Kristen Doyle (CRD# 5418337) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Loomis Sayles Boston, MA Jan 2012 - Current 4
Wells Fargo Advisors Financial Network LLC Boston, MA May 2009 - Jan 2012 2
Wachovia Securities Financial Network, Llc (11025) Boston, MA Sep 2007 - May 2009 1
Boston College Chestnut Hil, MA Aug 2006 - Jun 2007 < 1
Deustche Bank New York, NY Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Kristen L. Doyle
Phone Number: 617-482-2450
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    217,714
    MILLIONS
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $223,525,225
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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