Loomis Sayles Distributors, L.P.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
97
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 in the dataset as a fund distributor rather than an investment manager or capital allocator. The firm has been SEC-registered since 1996. Ownership is recorded as a combination of a domestic entity and an individual. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor; it is also not listed as a multi-state adviser, a newly formed adviser, 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

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 95
  • Jeremiah Boyd

    Product SpecialistCRD 5103299

  • Brian Hobin

    Brian Hobin

    Vice PresidentCRD 4428650

  • Mary Beth Massillon

    Mary Beth Massillon

    Senior Legal AnalystCRD 4125319

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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