TrueAdvisor
TrueAdvisor
MM
MM

Mary Beth Massillon

Loomis, Sayles & Company, L.P.
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Loomis, Sayles & Company, L.P.
Compensation
Fee-Only (AUM)
Firm Size
26 advisors
Number of Clients
22,232 clients
Average Client Portfolio
$15.8M average
Assets Under Management
$350.9B

Fee Structure

Financial Planning:Investment management only

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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
October 2023 - Present · 2 yrs 4 mos
Loomis Sayles Distributors, L.P.Broker
September 2023 - Present · 2 yrs 5 mos
Loomis Sayles Distributors, L.P.
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
John Hancock Investment Management LLC
November 2018 - September 2023 · 4 yrs 10 mos
Manulife Asset Management (US) LLC
June 2013 - November 2018 · 5 yrs 5 mos
Signator Investors, INC.Broker
January 2006 - May 2006 · 4 mos
John Hancock Investment Management Distributors LLCBroker
January 2006 - September 2023 · 17 yrs 8 mos
John Hancock Distributors LLC
January 2006 - December 2006 · 11 mos
John Hancock Distributors LLCBroker
October 2004 - September 2023 · 18 yrs 11 mos
John Hancock Funds, LLCBroker
August 2000 - January 2006 · 5 yrs 5 mos
Signator Investors, INC.Broker
May 2000 - January 2006 · 5 yrs 8 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.