Michael
Dickson

Loomis, Sayles & Company, L.P

CRD#2163991
Investment Advisor
in Boston, MA

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About this Advisor

Michael Dickson is a financial advisor based in Boston, Massachusetts, working with Loomis, Sayles & Company, L.P. Michael has previously held a position at Loomis Sayles. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Michael 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 63, Series 65

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

Michael Dickson Work History

2009 - Present (15 years)

Loomis Sayles

Disclosures

Please visit the SEC profile of Michael Dickson 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 Skurka
Boston, MA
Michael Mchugo
Boston, MA
Colleen Denzler
Boston, MA
Kathleen O'Malley
Boston, MA
Jessica Hill
Gig Harbor, WA
Andrew Scheirer
Villa Park, IL
Sean Kennedy
Boston, MA
Jeffrey Schwartz
Bloomfield Hills, MI

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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