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MM

Mary Beth Massillon

LOOMIS, SAYLES & COMPANY, L.P.
Boston, MA 02111-2621
Some features on this profile are disabled
CRD#: 4125319
MM

Professional summary

Mary Beth Massillon, who also goes by Marybeth Massillon, Mary Beth Schultz, 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.

Mary Beth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mary Beth has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marybeth Massillon | Mary Beth Schultz

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 Mary Beth Massillon'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

October 26, 2023 - Present

LOOMIS, SAYLES & COMPANY, L.P.

Office #1: One Financial Center, Boston, MA 02111-2621
RIA
CRD#: 105377
Boston, MA
Current

September 21, 2023 - Present

LOOMIS SAYLES DISTRIBUTORS, L.P.

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

November 8, 2018 - September 5, 2023

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
BOSTON, MA
Past

June 21, 2013 - November 8, 2018

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA
CRD#: 106435
BOSTON, MA
Past

January 19, 2006 - May 23, 2006

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

January 18, 2006 - September 5, 2023

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

January 6, 2006 - December 31, 2006

JOHN HANCOCK DISTRIBUTORS LLC

RIA
CRD#: 5249
BOSTON, MA
Past

October 4, 2004 - September 5, 2023

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

August 7, 2000 - January 6, 2006

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

May 31, 2000 - January 3, 2006

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
(9/22/2023)
IAR
Massachusetts
(10/26/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/15/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/30/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/13/2002
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/26/2000
Investment Company Products/Variable Contracts Principal 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)
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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)

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#: 105377Boston, MA 02111-2621

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