Colleen M. Denzler

LOOMIS, SAYLES & COMPANY, L.P.

Boston, MA 02111-2621

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CRD#: 1542765

Professional summary

Colleen Marie Denzler, CFA, who also goes by Colleen Denzler, Colleen Marie Trosko, is a registered financial advisor currently at LOOMIS, SAYLES & COMPANY, L.P. located in Boston, Massachusetts and LOOMIS SAYLES DISTRIBUTORS, L.P. located in Boston, Massachusetts.

Colleen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Colleen has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Colleen Denzler | Colleen Marie Trosko

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CU BOULDER ENTERPRISE CORPORATION SUB (CUBEC), INVESTMENT RELATED, 90 UCB BOULDER CO 80309, CUBEC SUB IS A FOR PROFIT ARM OF CUBEC THAT LEADS LIMITED PARTNER OF BUFF FUND, DIRECTOR, 3 HRS/MON, 3 HRS/MON DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colleen Marie Denzler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 4, 2022 - Present

LOOMIS, SAYLES & COMPANY, L.P.

Office #1: One Financial Center, Boston, MA 02111-2621

RIA

CRD#: 105377

Boston, MA

Current

September 26, 2022 - Present

LOOMIS SAYLES DISTRIBUTORS, L.P.

Office #1: One Financial Center, Boston, MA 02111

CRD#: 41795

Boston, MA

Past

October 25, 2019 - April 19, 2022

SMITH CAPITAL INVESTORS, LLC

RIA

CRD#: 294402

DENVER, CO

Past

April 26, 2019 - April 13, 2022

ALPS DISTRIBUTORS, INC.

CRD#: 16853

Denver, CO

Past

June 25, 2008 - February 28, 2014

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

October 14, 1997 - May 29, 2008

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

April 7, 1995 - February 6, 1996

CALVERT INVESTMENT DISTRIBUTORS, INC.

CRD#: 37527

BETHESDA, MD

Past

December 26, 1986 - April 18, 1995

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LOOMIS, SAYLES & COMPANY, L.P.

CRD#: 105377 / SEC#: 801-170

RIA

Registered Investment Advisory firm - (6/2/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(9/28/2022)

IAR

Massachusetts
(10/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/20/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/19/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LOOMIS, SAYLES & COMPANY, L.P.

CRD#: 105377 / SEC#: 801-170

RIA

Registered Investment Advisory firm - (6/2/1977 Approved)

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Contact information

Main Address

One Financial Center, Boston, MA 02111-2621

Mailing Address

Phone number

(617) 482-2450

Established

Firm type

Fiscal year end

# of Employees

729

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LOOMIS, SAYLES & COMPANY, L.P. PART 2A (9/24/2025)

Regulatory assets under management

Total Number of Accounts	22,232
AUM (Assets Under Management)	$ 350,888,326,513

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Colleen M. Denzler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colleen Marie Denzler's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOOMIS SAYLES DISTRIBUTORS, L.P.

SMITH CAPITAL INVESTORS, LLC

ALPS DISTRIBUTORS, INC.

JANUS HENDERSON DISTRIBUTORS US LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

CALVERT INVESTMENT DISTRIBUTORS, INC.

THE ADVISORS GROUP, INC.

Primary Firm SEC Registration

LOOMIS, SAYLES & COMPANY, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2019

Series 63

Date: 2/19/1987

Series 7

Date: 12/20/1986

FINRA

Current Firm

LOOMIS, SAYLES & COMPANY, L.P.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOOMIS, SAYLES & COMPANY, L.P.

TRUST BUT VERIFY

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