Mary Beth
Massillon

Loomis, Sayles & Company, L.P

CRD#4125319
Investment Advisor
in Boston, MA

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About this Advisor

Mary Beth Massillon is a financial advisor based in Boston, Massachusetts, working with Loomis, Sayles & Company, L.P. Mary Beth has previously held positions at John Hancock Advisers, LLC, Loomis Sayles & Company, L.P, John Hancock, Signator Investors, Inc, John Hancock Funds, and John Hancock Distributors LLC. Mary Beth has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Mary Beth is part of Loomis, Sayles & Company, L.P, which operates out of Boston, Massachusetts. The firm has 6 offices and 722 employees. The firm manages assets totaling $301.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Loomis, Sayles & Company, L.P includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

One Financial Center
Boston, MA 02111-2621

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Loomis, Sayles & Company, L.P Brokerage Details

Total Assets Under Management

$301,378,322,996

MA Average: $16,012,751,954
Total Number of Employees

722

MA Average: 118
Total Number of Accounts

20,445

MA Average: 4,567
Average Account Size

$14,740,930

MA Average: $3,506,186

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

Mary Beth Massillon Work History

2023 - Present (1 year)

Loomis Sayles & Company, L.P

2018 - 2023 (5 years)

John Hancock Advisers, LLC

2004 - 2023 (19 years)

John Hancock Distributors LLC

1990 - 2023 (33 years)

John Hancock

1990 - 2023 (33 years)

Signator Investors, Inc

1990 - 2023 (33 years)

John Hancock Funds

Disclosures

Please visit the SEC profile of Mary Beth Massillon 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

Michael Mchugo
Boston, MA
Kathleen O'Malley
Boston, MA
Colleen Denzler
Boston, MA
Michael Skurka
Boston, MA
Sean Kennedy
Boston, MA
Andrew Scheirer
Villa Park, IL
Jessica Hill
Gig Harbor, WA
Christopher Morgen
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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