Kelly
Davidson
Loomis, Sayles & Company, L.P
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About this Advisor
Kelly Davidson is a financial advisor working in Boston, Massachusetts with 1 year of industry experience. Davidson is currently employed by Loomis, Sayles & Company, L.P. Their career trajectory has included roles at Invesco Distributors, Inc, Villanova University, Villanova University Registrar'S Office, Camp Arrowhead, Federal Reserve Office Of Employee Benefits, Invesco Advisers, Inc and Loomis, Sayles & Company, L.P. Davidson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Loomis, Sayles & Company, L.P is a financial advisory company headquartered in Boston, MA. The investment advisory business has offices in seven locations and a total of 717 advisors. It oversees $254 billion in assets under management among its 20,030 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 208 charitable organizations. Of its 20,030 customer accounts, 92% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fees depend on the financial services. Fee types charged by Loomis, Sayles & Company, L.P may include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Loomis, Sayles & Company, L.P Brokerage Details
$254,158,838,705
717
20,030
$12,688,909
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Kelly Davidson Work History
Kelly has been registered as a financial advisor for 1 years.*
Loomis, Sayles & Company, L.P
Invesco Advisers, Inc
Invesco Distributors, Inc
Federal Reserve Office Of Employee Benefits
Camp Arrowhead
Villanova University Registrar'S Office
Villanova University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Loomis, Sayles & Company, L.P
Villa Park, IL
Gig Harbor, WA
Boston, MA
Bloomfield Hills, MI
Boston, MA
Boston, MA
San Francisco, CA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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