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Roger Craig Ackerman

Loomis Sayles Distributors, LP

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About Roger Craig Ackerman

Roger Ackerman is a financial professional with over 25 years of experience in the industry. He is currently registered with Loomis Sayles Distributors, LP in Boston, MA. Prior to joining Loomis Sayles Distributors, LP, Roger worked at Fidelity Brokerage Services LLC, National Financial Services LLC, Dresdner Kleinwort Wasserstein Securities LLC, Fleet Securities, Inc., General Re Securities Corporation, Commerzbank Capital Markets Corp., Greenwich Capital Markets, Inc., NatWest Securities Corporation and J.P. Morgan Securities Inc.

Firm Information

Roger Ackerman is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

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.

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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Roger Ackerman’s Registration & Firm History

MA

08/17/2009 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

MA

07/28/2005 - 08/11/2009

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

MA

05/24/2005 - 08/06/2009

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

NY

06/08/2004 - 05/05/2005

DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)

TX

06/24/2002 - 03/31/2004

FLEET SECURITIES, INC. (DALLAS TX)

NY

11/15/2000 - 05/06/2002

GENERAL RE SECURITIES CORPORATION (NEW YORK NY)

NY

09/27/1999 - 10/19/2000

COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)

CT

01/27/1998 - 07/27/1999

GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)

NY

01/01/1996 - 11/18/1997

NATWEST SECURITIES CORPORATION (NEW YORK NY)

NY

05/14/1993 - 02/24/1995

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2010

Series 3 - National Commodity Futures Examination

BC

Issued 05/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger Craig Ackerman.
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