Loomis Sayles Distributors, L.P.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
96
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 classified as a fund distributor rather than an investment manager or capital allocator. The entity has been SEC-registered since 1996 and is identified in FINTRX as owned by a domestic entity/individual. According to the snapshot data, the firm does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The profile in FINTRX contains no detail on advisory activities, fee schedules, or specific client segments, which is consistent with a distribution role focused on placing pooled products rather than managing separate client portfolios.

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

    Donald Ryan

    Chief Compliance OfficerCRD 1444035

  • David Waldman

    David Waldman

    CIOCRD 1727460

Contacts

3 of 94
  • Molly Giffen

    Head of Consultant RelationsCRD 4573020

  • Brian Coyle

    Brian Coyle

    Equity AnalystCRD 4019003

  • Thomas Fletcher

    Vice PresidentCRD 6023332

Unlock 91 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth