Christopher Donald Morgen

Loomis, Sayles & Company, L.P.

13 Years of Experience

Broker

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.

Employment History

Current Registrations

Loomis, Sayles & Company, L.P.

October 2018 - Present · 7 yrs 4 mos

Loomis Sayles Distributors, L.P.

February 2018 - Present · 8 yrs

Loomis Sayles Distributors, L.P.Broker

February 2018 - Present · 8 yrs

Previous Registrations

Robert W. Baird & CO. IncorporatedBroker

January 2013 - August 2017 · 4 yrs 7 mos

Robert W. Baird & CO. Incorporated

November 2012 - August 2017 · 4 yrs 9 mos

Voyager Capital Management, LLC

February 2012 - November 2012 · 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.