MS
MS

Michael Skurka

22 Years of Experience
Broker

Michael Skurka is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22,232 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
22,232 clients
Average Client Portfolio
$15.8M average
Assets Under Management
$350.9B

Fee Structure

Investment management only (planning not offered)

Loomis Sayles primarily serves institutional clients and investment funds, not individual investors. They offer investment management through separate accounts, wrap fee programs, and model portfolios. Fees are negotiated and based on a percentage of assets under management, subject to minimum annual fees and account sizes. The specific fees vary depending on the investment style and agreement with the client.

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Location

One Financial Center, Boston, MA, 02111-2621

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a member of Highway 41 Self Storage, LLC, which owns a self-storage facility, since January 2021. He also serves as a board member for Our Children's Homestead, an adoption and foster care agency, since February 2020, dedicating minimal time to this role.

Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
December 2022 - Present · 3 yrs 4 mos
Loomis Sayles Distributors, L.P.
December 2022 - Present · 3 yrs 4 mos
Loomis Sayles Distributors, L.P.Broker
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
American Beacon Advisors, INC.
July 2019 - July 2022 · 3 yrs
Resolute Investment Distributors, INC.Broker
July 2019 - July 2022 · 3 yrs
Duff & Phelps Investment Management CO.
September 2016 - July 2019 · 2 yrs 10 mos
Virtus Investment Advisers, INC.
July 2014 - August 2016 · 2 yrs 1 mo
Vp Distributors LLCBroker
June 2014 - July 2019 · 5 yrs 1 mo
UBS Global Asset Management (US) INC.Broker
April 2009 - May 2014 · 5 yrs 1 mo
Hfr Investments, INC.Broker
January 2007 - July 2007 · 6 mos
Credit Suisse First Boston
January 2003 - January 2005 · 2 yrs
Credit Suisse First Boston LLCBroker
January 2003 - January 2005 · 2 yrs
Donaldson Lufkin & Jenrette Securities Corporation
April 2002 - January 2003 · 9 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 2001 - January 2003 · 1 yr 4 mos
Credit Suisse First Boston CorporationBroker
November 1997 - July 2000 · 2 yrs 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.