AS
Andrew J. Scheirer
LOOMIS, SAYLES & COMPANY, L.P.
Oakbrook Terrace, IL 60181
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CRD#: 4631286
AS
Professional summary
Andrew James Scheirer, who also goes by Andy James Scheirer, is a registered financial advisor currently at LOOMIS, SAYLES & COMPANY, L.P. located in Oakbrook Terrace, Illinois and LOOMIS SAYLES DISTRIBUTORS, L.P. located in Oakbrook Terrace,, Illinois.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Andrew has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andy James Scheirer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew James Scheirer's 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®
NoneExperience
Current
September 10, 2019 - Present
LOOMIS, SAYLES & COMPANY, L.P.
Office #1: Suite 1200 18 West 140 Butterfield Road, Oakbrook Terrace, IL 60181RIA
CRD#: 105377
Oakbrook Terrace, IL
Current
September 16, 2019 - Present
LOOMIS SAYLES DISTRIBUTORS, L.P.
Office #1: One Lincoln Centre 18w140 Butterfield Road, Suite 1200, Oakbrook Terrace,, IL 60181BD
CRD#: 41795
Oakbrook Terrace,, IL
Past
January 4, 2013 - August 26, 2019
MCDONNELL INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 166176
OAKBROOK TERRACE, IL
Past
June 7, 2007 - January 3, 2013
MCDONNELL INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 113878
OAK BROOK, IL
Past
September 2, 2003 - November 9, 2004
GREAT POINT CAPITAL LLC
BD
CRD#: 114203
CHICAGO, IL
Past
February 12, 2003 - October 17, 2003
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
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
Alabama(12/16/2019)
RR
Alaska(12/16/2019)
RR
Arizona(12/17/2019)
RR
Arkansas(12/16/2019)
RR
California(12/16/2019)
RR
Colorado(12/2/2019)
RR
Connecticut(12/3/2019)
RR
Delaware(12/16/2019)
RR
District of Columbia(12/2/2019)
RR
Florida(12/2/2019)
RR
Georgia(12/16/2019)
RR
Hawaii(12/16/2019)
RR
Idaho(12/3/2019)
IAR
Illinois(9/10/2019)
RR
Illinois(12/16/2019)
RR
Indiana(12/16/2019)
RR
Iowa(12/16/2019)
RR
Kansas(12/16/2019)
RR
Kentucky(12/16/2019)
RR
Louisiana(12/2/2019)
RR
Maine(12/16/2019)
RR
Maryland(12/2/2019)
RR
Massachusetts(12/16/2019)
RR
Michigan(12/16/2019)
RR
Minnesota(12/16/2019)
RR
Mississippi(12/16/2019)
RR
Missouri(12/16/2019)
RR
Montana(12/16/2019)
RR
Nebraska(12/16/2019)
RR
Nevada(12/16/2019)
RR
New Hampshire(12/16/2019)
RR
New Jersey(12/16/2019)
RR
New Mexico(12/16/2019)
RR
New York(12/16/2019)
RR
North Carolina(12/16/2019)
RR
North Dakota(12/16/2019)
RR
Ohio(12/2/2019)
RR
Oklahoma(12/16/2019)
RR
Oregon(12/16/2019)
RR
Pennsylvania(12/16/2019)
RR
Rhode Island(12/16/2019)
RR
South Carolina(12/16/2019)
RR
South Dakota(12/16/2019)
RR
Tennessee(12/16/2019)
RR
Texas(12/16/2019)
RR
Utah(12/16/2019)
RR
Vermont(12/16/2019)
RR
Virginia(12/16/2019)
RR
Washington(12/16/2019)
RR
West Virginia(12/16/2019)
RR
Wisconsin(12/16/2019)
RR
Wyoming(12/16/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/14/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/21/2003
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LOOMIS, SAYLES & COMPANY, L.P.
LOOMIS, SAYLES & COMPANY, L.P.
CRD#: 105377 / SEC#: 801-170
RIA
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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)
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.
