LOOMIS SAYLES DISTRIBUTORS, L.P.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
92
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 has been SEC-registered since 1996. FINTRX classifies the firm as "Unclassified" and records its ownership as a mix of domestic entity and individual ownership. The registry indicates the firm does not operate as a capital allocator and does not identify itself as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the FINTRX snapshot. Public disclosures in the provided record are sparse: fields for client base, fee structure, business activities, and advisory activities were not populated in the source data. That limits what can be concluded about the firm’s client segments, revenue model, or the specific advisory services it offers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DONALD RYAN

    Chief Compliance OfficerCRD 1444035

  • DAVID WALDMAN

    CIOCRD 1727460

Contacts

3 of 90
  • MOLLY GIFFEN

    Head of Consultant RelationsCRD 4573020

  • BRIAN COYLE

    Equity AnalystCRD 4019003

  • THOMAS FLETCHER

    Vice PresidentCRD 6023332

Unlock 87 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth