Loomis, Sayles & Company, LP

Loomis, Sayles & Company, LP (CRD# 105377) is a financial advisory firm headquartered in Boston, MA. They manage $301,378,322,996 in 20,445 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    301,378
    MILLION
  • Total Number of Accounts
    20,445
    ACCOUNTS
  • Average Account Value
    $14,740,930
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
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, WY

Financial Advisors at Loomis, Sayles & Company, LP
Showing 1 - 10 of 26 top financial advisors.
1
David J. Beach
CRD#: 2174203
Suite 3300, 555 California Street, San Francisco, CA 94104

David Beach (CRD# 2174203) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in San Francisco, CA and has over 31 years of experience in the finance industry.

2
John R. Bell
CRD#: 1261443
One Financial Center, Boston, MA 02111

John Bell (CRD# 1261443) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 30 years of experience in the finance industry.

3
Jeremiah C. Boyd
CRD#: 5103299
One Financial Center, Boston, MA 02111

Jeremiah Boyd (CRD# 5103299) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 16 years of experience in the finance industry.

4
Neil A. Burke
CRD#: 2189941
One Financial Center, Boston, MA 02111

Neil Burke (CRD# 2189941) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 32 years of experience in the finance industry.

5
Pamela N. Czekanski
CRD#: 1739351
One Finanical Center, Boston, MA 02111

Pamela Czekanski (CRD# 1739351) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 36 years of experience in the finance industry.

6
Michael W. Dickson
CRD#: 2163991
One Financial Center, Boston, MA 02111

Michael Dickson (CRD# 2163991) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 32 years of experience in the finance industry.

7
Kristen L. Doyle
CRD#: 5418337
One Financial Center, Boston, MA 02111

Kristen Doyle (CRD# 5418337) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 15 years of experience in the finance industry.

8
Matthew J. Eagan
CRD#: 5581912
One Financial Center, Boston, MA 02111

Matthew Eagan (CRD# 5581912) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has 1 year of experience in the finance industry.

9
Daniel J. Fuss
CRD#: 1477278
One Financial Center, Boston , MA 02111

Daniel Fuss (CRD# 1477278) 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.

10
Aziz V. Hamzaogullari
CRD#: 2383962
One Financial Center, Boston, MA 02111

Aziz Hamzaogullari (CRD# 2383962) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 30 years of experience in the finance industry.

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