Kelly A. Davidson

LOOMIS, SAYLES & COMPANY, L.P.

Boston, MA 02111-2621

Some features on this profile are disabled

CRD#: 6534879

Professional summary

Kelly Anne Davidson 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.

Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kelly has worked at 4 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kelly Anne Davidson'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

December 21, 2022 - Present

LOOMIS, SAYLES & COMPANY, L.P.

Office #1: One Financial Center, Boston, MA 02111-2621

RIA

CRD#: 105377

Boston, MA

Current

November 22, 2022 - Present

LOOMIS SAYLES DISTRIBUTORS, L.P.

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

CRD#: 41795

Boston, MA

Past

March 9, 2016 - November 7, 2022

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

Cambridge, MA

Past

October 21, 2015 - November 7, 2022

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

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".

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.

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
(11/22/2022)

IAR

Massachusetts
(12/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/8/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/16/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/21/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LOOMIS, SAYLES & COMPANY, L.P.

CRD#: 105377 / SEC#: 801-170

RIA

Registered Investment Advisory firm - (6/2/1977 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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 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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kelly A. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Anne Davidson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOOMIS SAYLES DISTRIBUTORS, L.P.

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

LOOMIS, SAYLES & COMPANY, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2016

SIE

Date: 10/1/2018

Series 3

Date: 5/16/2016

Series 7

Date: 10/21/2015

FINRA

Current Firm

LOOMIS, SAYLES & COMPANY, L.P.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOOMIS, SAYLES & COMPANY, L.P.

TRUST BUT VERIFY

Similar Advisors