TrueAdvisor
TrueAdvisor
KD
KD

Kelly Anne Davidson

Loomis, Sayles & Company, L.P.
10 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 2022 - Present · 3 yrs 2 mos
Loomis Sayles Distributors, L.P.Broker
November 2022 - Present · 3 yrs 3 mos
Loomis Sayles Distributors, L.P.
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Invesco Advisers, INC.
March 2016 - November 2022 · 6 yrs 8 mos
Invesco Distributors, INC.Broker
October 2015 - November 2022 · 7 yrs 1 mo
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.