![Katherine Phillips, financial advisor Boston MA](/img/ws/profile-blank-sq.png)
Katherine Phillips (CRD# 5972597) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Boston, MA and has over 13 years of experience in the finance industry.
![Gregory Abate, financial advisor Boston MA](/img/ws/profile-blank-sq.png)
CRD# 5158798
Fidelity Personal And Workplace Advisors
![Antony Abbiati, financial advisor Boston MA](/img/ws/profile-blank-sq.png)
CRD# 2931470
Scs Capital Management LLC
![James Abbott, financial advisor Boston MA](/img/ws/profile-blank-sq.png)
CRD# 4927658
Claro Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Loomis Sayles & Company, LP | Boston, MA | Apr 2015 - Current | 9 |
Wellesley Investment Advisors Inc. | Wellesley, MA | Jul 2009 - Apr 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- MA
-
Total Assets Under Management301,378MILLIONS
-
Total Number of Accounts20,445ACCOUNTS
-
Average Account Value$14,740,930
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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