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 recorded as a partnership that has been SEC-registered since 1996. Ownership is listed as a mix of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "Unclassified" and identifies it as not serving as a capital allocator. The available records indicate Loomis Sayles Distributors, L.P. is not an active ESG investor and is not set up as a multistate or newly formed adviser; it is also not described as a pension consultant or a related adviser. Public filings for the firm do not include descriptive detail on its client mix, fee schedules, or the specific advisory or business activities it conducts. No activities or affiliations were supplied in the source data.

Assets & Accounts

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

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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

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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