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AS

Anne E. Schneidman Coleman

LOOMIS SAYLES DISTRIBUTORS, L.P.
Boston, MA 02111
Some features on this profile are disabled
CRD#: 5354821
AS

Professional summary

Anne Elise Schneidman Coleman, CFA, who also goes by Anne E Schneidman, Anne Elise Schneidman, is a registered financial professional currently at LOOMIS SAYLES DISTRIBUTORS, L.P. located in Boston, Massachusetts.

Anne is registered as a RR (Registered Representative) and started their career in finance in 2008. Anne has worked at 4 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anne E Schneidman | Anne Elise Schneidman

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 Anne Elise Schneidman Coleman'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®
CFA

Chartered Financial Analyst

Experience

Current

June 8, 2016 - Present

LOOMIS SAYLES DISTRIBUTORS, L.P.

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

February 23, 2010 - July 11, 2011

NATIXIS ADVISORS, LLC

RIA
CRD#: 106800
BOSTON, MA
Past

February 12, 2010 - July 11, 2011

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

October 3, 2008 - February 4, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHARLESTOWN, MA
Past

August 8, 2008 - February 4, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHARLESTOWN, MA

State Registrations and Notice Filings

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

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
(10/24/2025)
RR
Alaska
(10/24/2025)
RR
Arizona
(10/24/2025)
RR
Arkansas
(10/24/2025)
RR
California
(10/24/2025)
RR
Colorado
(10/24/2025)
RR
Connecticut
(10/24/2025)
RR
Delaware
(10/24/2025)
RR
District of Columbia
(10/24/2025)
RR
Florida
(10/24/2025)
RR
Georgia
(10/24/2025)
RR
Hawaii
(10/24/2025)
RR
Idaho
(10/24/2025)
RR
Illinois
(10/24/2025)
RR
Indiana
(10/24/2025)
RR
Iowa
(10/24/2025)
RR
Kansas
(10/24/2025)
RR
Kentucky
(10/24/2025)
RR
Louisiana
(10/24/2025)
RR
Maine
(10/24/2025)
RR
Maryland
(10/24/2025)
RR
Massachusetts
(1/5/2017)
RR
Michigan
(10/24/2025)
RR
Minnesota
(10/24/2025)
RR
Mississippi
(10/24/2025)
RR
Missouri
(10/24/2025)
RR
Montana
(10/24/2025)
RR
Nebraska
(10/24/2025)
RR
Nevada
(10/24/2025)
RR
New Hampshire
(10/24/2025)
RR
New Jersey
(10/24/2025)
RR
New Mexico
(10/24/2025)
RR
New York
(10/24/2025)
RR
North Carolina
(10/24/2025)
RR
North Dakota
(10/24/2025)
RR
Ohio
(10/25/2025)
RR
Oklahoma
(10/24/2025)
RR
Oregon
(10/24/2025)
RR
Pennsylvania
(10/24/2025)
RR
Puerto Rico
(10/24/2025)
RR
Rhode Island
(10/24/2025)
RR
South Carolina
(10/24/2025)
RR
South Dakota
(10/24/2025)
RR
Tennessee
(10/24/2025)
RR
Texas
(10/24/2025)
RR
Utah
(10/24/2025)
RR
Vermont
(10/24/2025)
RR
Virginia
(10/24/2025)
RR
Washington
(10/24/2025)
RR
West Virginia
(10/24/2025)
RR
Wisconsin
(10/24/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/5/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/2/2008
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: 6/8/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 5/4/2016
National Commodity Futures Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LOOMIS SAYLES DISTRIBUTORS, L.P.
LOOMIS SAYLES DISTRIBUTORS, L.P.

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

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

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

NamePositionCRD#
LOOMIS SAYLES & COMPANY, L.P.LIMITED PARTNER OF REGISTRANT AND 100% OWNER OF GENERAL PARTNER
KLOCEK, JOHN FRANCISVICE PRESIDENT, CHIEF COMPLIANCE OFFICER6256015
LEGER, MAURICE PAULPRESIDENT4575004
LOOMIS SAYLES DISTRIBUTORS, INC.SOLE GENERAL PARTNER
MCCARTHY, MARYVP, SECRETARY
O'CONNOR, OLGA A.VICE PRESIDENT, TREASURER, PRINCIPAL FINANCIAL OFFICER, FINANCIAL OPERATIONS PRINCIPAL7436902

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 DISTRIBUTORS, L.P.

CRD#: 41795Boston, MA 02111

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