TrueAdvisor
TrueAdvisor
AS
AS

Andrew James Scheirer

Loomis, Sayles & Company, L.P.
20 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

Suite 1200, 18W140 Butterfield Road, Oakbrook Terrace, IL, 60181

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Loomis Sayles Distributors, L.P.
September 2019 - Present · 6 yrs 5 mos
Loomis Sayles Distributors, L.P.Broker
September 2019 - Present · 6 yrs 5 mos
Loomis, Sayles & Company, L.P.
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Mcdonnell Investment Management, LLC
January 2013 - August 2019 · 6 yrs 7 mos
Mcdonnell Investment Management, LLC
June 2007 - January 2013 · 5 yrs 7 mos
Great Point Capital LLCBroker
September 2003 - November 2004 · 1 yr 2 mos
1717 Capital Management CompanyBroker
February 2003 - October 2003 · 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.