AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MR

Michael P. Reidy

LOOMIS, SAYLES & COMPANY, L.P.
Melrose, MA
Some features on this profile are disabled
CRD#: 3029988
MR

Professional summary

Michael Patrick Reidy is a registered financial advisor currently at LOOMIS, SAYLES & COMPANY, L.P. located in Melrose, Massachusetts and LOOMIS SAYLES DISTRIBUTORS, L.P. located in Boston, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 10 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Reidy'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®
None

Experience

Current

January 15, 2026 - Present

LOOMIS, SAYLES & COMPANY, L.P.

RIA
CRD#: 105377
Melrose, MA
Current

October 21, 2025 - Present

LOOMIS SAYLES DISTRIBUTORS, L.P.

Office #1: One Financial Center, Boston, MA 02111
BD
CRD#: 41795
Boston, MA
Past

September 27, 2023 - April 6, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
MINNEAPOLIS, MN
Past

September 7, 2023 - April 6, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

July 22, 2009 - August 17, 2023

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

August 15, 2005 - August 17, 2023

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

March 12, 2003 - July 22, 2005

BROOKWOOD SECURITIES PARTNERS, LLC

BD
CRD#: 35187
BEVERLY, MA
Past

August 2, 2001 - January 23, 2003

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

May 2, 2001 - May 30, 2001

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

October 18, 2000 - February 5, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

April 28, 2000 - September 12, 2000

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
LS
LOOMIS, SAYLES & COMPANY, L.P.
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.
RR
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

RR
Massachusetts
(10/21/2025)
IAR
Massachusetts
(1/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/20/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/11/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/27/2000
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LOOMIS, SAYLES & COMPANY, L.P.
LOOMIS, SAYLES & COMPANY, L.P.

CRD#: 105377 / SEC#: 801-170

RIA
Registered Investment Advisory firm - (6/2/1977 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts22,232
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.

Company Information

LOOMIS, SAYLES & COMPANY, L.P.

CRD#: 105377Melrose, MA

TRUST BUT VERIFY

Monitor Michael Reidy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.