TrueAdvisor
TrueAdvisor
BH
BH

Brian Michael Hobin

Loomis, Sayles & Company, L.P.
23 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.
December 2011 - Present · 14 yrs 2 mos
Loomis Sayles Distributors, L.P.Broker
October 2011 - Present · 14 yrs 4 mos
Loomis Sayles Distributors, L.P.
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2011 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2011 · 1 yr 11 mos
Banc of America Investment Services, INC.
September 2008 - October 2009 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
June 2008 - October 2009 · 1 yr 4 mos
Mmc Securities CORP.Broker
May 2006 - May 2008 · 2 yrs
Putnam Retail Management Limited PartnershipBroker
October 2002 - May 2006 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
October 2001 - September 2002 · 11 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.