Mary Massillon is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 25 years of industry experience. Mary 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One Financial Center, Boston, MA, 02111-2621
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Loomis Sayles Distributors, L.P.
Loomis Sayles Distributors, L.P.Broker
Previous Registrations
John Hancock Investment Management LLC
Manulife Asset Management (US) LLC
Signator Investors, INC.Broker
John Hancock Investment Management Distributors LLCBroker
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
John Hancock Funds, LLCBroker
Signator Investors, INC.Broker
State Registrations1 state
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