Unclaimed
Andrew Scheirer is an investment advisor representative registered with Loomis, Sayles & Company, LP. Andrew has been in the industry since 2003 and previously held positions at Great Point Capital LLC and 1717 Capital Management Company. Andrew is a Series 63, 65, 7, 55 and SIE licensed professional. Andrew has experience working with corporations or other businesses, high net worth individuals, investment companies, insurance companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Loomis Sayles & Company, LP is a registered investment advisor with approximately $301 billion in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Minimum annual fee and/or minimum account size
1
2
IL
09/10/2019 - Present
Loomis, Sayles & Company, LP (Oakbrook Terrace IL)
IL
09/02/2003 - 11/09/2004
GREAT POINT CAPITAL LLC (CHICAGO IL)
DE
02/12/2003 - 10/17/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 12/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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