Loomis Sayles Distributors, L.P.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
93
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
41795
Registered since
October 17, 1996

Firm profile

FINTRX

Overview

Loomis Sayles Distributors, L.P. is organized as a partnership and is recorded as an SEC-registered adviser since 1996. FINTRX classifies the entity as “unclassified” and indicates ownership tied to a domestic entity and an individual. The snapshot flags that the firm is not a capital allocator and is not listed as a multistate adviser; it is also not identified as an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Donald Ryan

    Donald Ryan

    Chief Compliance OfficerCRD 1444035

  • David Waldman

    David Waldman

    CIOCRD 1727460

Contacts

3 of 91
  • Molly Giffen

    Head of Consultant RelationsCRD 4573020

  • Brian Coyle

    Brian Coyle

    Equity AnalystCRD 4019003

  • Thomas Fletcher

    Vice PresidentCRD 6023332

Unlock 88 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Financial Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth