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Andrew James Scheirer

Loomis, Sayles & Company, LP

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About Andrew James Scheirer

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.

Firm Information

Andrew Scheirer is currently registered with Loomis, Sayles & Company, LP. Loomis, Sayles & Company, LP is an investment advisor registered with the SEC and based in Boston, MA. They provide portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $301 billion in assets for a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. They also offer non-discretionary investment advice.
Loomis, Sayles & Company, LP

ONE FINANCIAL CENTER

BOSTON, MA 02111-2621

$301.38B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Minimum annual fee and/or minimum account size

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Andrew Scheirer’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew James Scheirer.
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