Neil J. Mckenna
Professional summary
Neil John Mckenna, who also goes by Neil J Mckenna, is a registered financial advisor currently at LOOMIS, SAYLES & COMPANY, L.P. located in Aurora, Colorado and LOOMIS SAYLES DISTRIBUTORS, L.P. located in Boston, Massachusetts.
Neil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Neil has worked at 2 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Neil John Mckenna's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2003 - Present
LOOMIS, SAYLES & COMPANY, L.P.
Office #1: Suite 225 6155 South Main Street, Aurora, CO 80016December 5, 2005 - Present
LOOMIS SAYLES DISTRIBUTORS, L.P.
Office #1: One Financial Center, Boston, MA 02111Primary Firm SEC Registration
LOOMIS, SAYLES & COMPANY, L.P.
CRD#: 105377 / SEC#: 801-170
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/4/2006)
(12/7/2005)
(4/4/2006)
(4/4/2006)
(4/4/2006)
(1/13/2003)
(4/4/2006)
(4/4/2006)
Exams
FINRA
Current Firm
LOOMIS, SAYLES & COMPANY, L.P.
CRD#: 105377 / SEC#: 801-170
Contact information
SEC notice filing (52 States and Territories)
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.
