BH
BH

Brian Hobin

24 Years of Experience
Broker

Brian Hobin is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 24 years of industry experience. Brian 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.

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 4 mos
Loomis Sayles Distributors, L.P.
October 2011 - Present · 14 yrs 6 mos
Loomis Sayles Distributors, L.P.Broker
October 2011 - Present · 14 yrs 6 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian Hobin - Financial Advisor | TrueAdvisor