Lauren J. Mcdermott

LOOMIS SAYLES DISTRIBUTORS, L.P.

Boston, MA 02111

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CRD#: 5164718

Professional summary

Lauren Jeanene Mcdermott, who also goes by Lauren Mcdermott, Lauren Jeanene Mcdermott, is a registered financial professional currently at LOOMIS SAYLES DISTRIBUTORS, L.P. located in Boston, Massachusetts.

Lauren is registered as a RR (Registered Representative) and started their career in finance in 2008. Lauren has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Lauren Mcdermott | Lauren Jeanene Mcdermott

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) - BD

Click below to view Lauren Jeanene Mcdermott'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®

None

Experience

Current

August 16, 2022 - Present

LOOMIS SAYLES DISTRIBUTORS, L.P.

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

CRD#: 41795

Boston, MA

Past

October 15, 2020 - April 18, 2022

FORESIDE FUND SERVICES, LLC

CRD#: 46106

New York, NY

Past

October 18, 2018 - December 17, 2019

BROWN BROTHERS HARRIMAN INVESTMENTS, LLC

CRD#: 282732

New York, NY

Past

November 5, 2012 - October 5, 2018

BARINGS SECURITIES LLC

CRD#: 36929

NEW YORK, NY

Past

November 25, 2009 - November 1, 2012

STORMHARBOUR SECURITIES LP

CRD#: 35997

NEW YORK, NY

Past

June 1, 2009 - September 30, 2009

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

June 1, 2009 - September 30, 2009

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

October 28, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEW YORK, NY

Past

July 17, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

May 19, 2008 - July 18, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

State Registrations and Notice Filings

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

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
(8/16/2022)

Exams

State Security Law Exam

IAR

Series 66

Date: 3/24/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/18/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/10/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/17/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LOOMIS SAYLES DISTRIBUTORS, L.P.

CRD#: 41795 / SEC#: , 8-49575

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

One Financial Center, Boston, MA 02111

Mailing Address

One Financial Center, Boston, MA 02111-2620

Phone number

(617) 482-2450

Established

Delaware since 07/25/1996

Firm type

Partnership

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
LOOMIS SAYLES & COMPANY, L.P.	LIMITED PARTNER OF REGISTRANT AND 100% OWNER OF GENERAL PARTNER
KLOCEK, JOHN FRANCIS	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	6256015
LEGER, MAURICE PAUL	PRESIDENT	4575004
LOOMIS SAYLES DISTRIBUTORS, INC.	SOLE GENERAL PARTNER
MCCARTHY, MARY	VP, SECRETARY
O'CONNOR, OLGA A.	VICE PRESIDENT, TREASURER, PRINCIPAL FINANCIAL OFFICER, FINANCIAL OPERATIONS PRINCIPAL	7436902

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

Lauren J. Mcdermott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lauren Jeanene Mcdermott's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

BROWN BROTHERS HARRIMAN INVESTMENTS, LLC

BARINGS SECURITIES LLC

STORMHARBOUR SECURITIES LP

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2009

Series 63

Date: 1/18/2008

SIE

Date: 10/1/2018

Series 3

Date: 6/10/2013

Series 7

Date: 5/17/2008

FINRA

Current Firm

LOOMIS SAYLES DISTRIBUTORS, L.P.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

LOOMIS SAYLES DISTRIBUTORS, L.P.

TRUST BUT VERIFY

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