Loomis, Sayles & Company, LP

Loomis, Sayles & Company, LP (CRD# 105377) is a financial advisory firm headquartered in Boston, MA. They manage $217,713,569,279 in 974 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    217,714
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Loomis, Sayles & Company, LP
Showing 1 - 10 of 31 top financial advisors.
1
Arthur J. Barry
CRD#: 2828136
One Financial Center, Boston, MA 02111
96
Wealthminder
score

Arthur Barry (CRD# 2828136) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 20 years of experience in the finance industry.

2
David H. Cooke
CRD#: 3153595
39533 Woodward Avenue, Suite 300, Bloomfield Hills, MI 48304
96
Wealthminder
score

David Cooke (CRD# 3153595) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Bloomfield Hills, MI and has over 13 years of experience in the finance industry. David Cooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Pamela N. Czekanski
CRD#: 1739351
One Finanical Center, Boston, MA 02111
96
Wealthminder
score

Pamela Czekanski (CRD# 1739351) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 29 years of experience in the finance industry.

4
Daniel J. Fuss
CRD#: 1477278
One Financial Center, Boston , MA 02111
96
Wealthminder
score

Daniel Fuss (CRD# 1477278) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston , MA and has over 22 years of experience in the finance industry.

5
Aziz V. Hamzaogullari
CRD#: 2383962
One Financial Center, Boston, MA 02111
96
Wealthminder
score

Aziz Hamzaogullari (CRD# 2383962) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 22 years of experience in the finance industry.

6
Neil J. McKenna
CRD#: 4617037
555 California Street, Suite 3300, San Francisco, CA 94104
96
Wealthminder
score

Neil McKenna (CRD# 4617037) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in San Francisco, CA and has over 10 years of experience in the finance industry.

7
Jeffrey M. Schwartz
CRD#: 2382707
39533 Woodward Ave., Suite 300, Bloomfield Hills, MI 48304
96
Wealthminder
score

Jeffrey Schwartz (CRD# 2382707) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Bloomfield Hills, MI and has over 23 years of experience in the finance industry.

8
David G. Sowerby
CRD#: 2371457
39533 Woodward Avenue, Suite 300, Bloomfield Hills, MI 48304
96
Wealthminder
score

David Sowerby (CRD# 2371457) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Bloomfield Hills, MI and has over 19 years of experience in the finance industry.

9
David J. Beach
CRD#: 2174203
Suite 3300, 555 California Street, San Francisco, CA 94104
93
Wealthminder
score

David Beach (CRD# 2174203) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in San Francisco, CA and has over 24 years of experience in the finance industry.

10
John R. Bell
CRD#: 1261443
One Financial Center, Boston, MA 02111
93
Wealthminder
score

John Bell (CRD# 1261443) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 23 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.