Loomis Sayles Distributors, L.P.

Broker-DealerFINRA Member
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 that functions as a fund distributor. The firm’s ownership is indicated as a mix of a domestic entity and one or more individual owners. The available data characterizes the firm primarily in a distribution role rather than as a capital allocator or fiduciary adviser. The dataset flags several negative attributes that further define its activity profile: it is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Information about fee schedules, client types, business activities, and advisory services is not listed in the provided record.

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