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LOOMIS, SAYLES & COMPANY, L.P.

BOSTON, MA · CRD 105377 · IAPD ↗ · 617-482-2450

$386.88BRegulatory AUM
728Advisory reps
728Employees
0Clients
n/aPlanning clients
5Private funds
52States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

77
April 2025 — LOOMIS, SAYLES & COMPANY, L.P. grew from 722 to 729 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — LOOMIS, SAYLES & COMPANY, L.P. grew from 717 to 722 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.