TrueAdvisor
TrueAdvisor
MM
MM

Michael Patrick Mchugo

Loomis, Sayles & Company, L.P.
9 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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
May 2021 - Present · 4 yrs 9 mos
Loomis Sayles Distributors, L.P.
April 2021 - Present · 4 yrs 10 mos
Loomis Sayles Distributors, L.P.Broker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
John Hancock Advisers, LLC
November 2018 - May 2019 · 6 mos
Manulife Asset Management (US) LLC
January 2016 - November 2018 · 2 yrs 10 mos
John Hancock Funds, LLCBroker
March 2015 - June 2019 · 4 yrs 3 mos
Strategic Advisers, INC.
September 2014 - March 2015 · 6 mos
Fidelity Brokerage Services LLCBroker
April 2014 - March 2015 · 11 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.