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David Louis Waldman

LOOMIS, SAYLES & COMPANY, L.P.·BOSTON, Massachusetts
SIE, Series 7, Series 63, Series 65Clean recordLOOMIS, SAYLES & COMPANY, L.P.
ONE FINANCIAL CENTER, BOSTON, MA 02111-2621CRD# 1727460Firm CRD# 105377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Louis Waldman · BOSTON, MA
Registration
CRD #1727460 · LOOMIS, SAYLES & COMPANY, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LOOMIS, SAYLES & COMPANY, L.P.
CRD 105377 · SEC 801-170
AUM
$301.4B
Regulatory assets under management
Employees
722
20,445 client accounts
Services offered by LOOMIS, SAYLES & COMPANY, L.P.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at LOOMIS, SAYLES & COMPANY, L.P. →
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Frequently Asked Questions

What services does David Louis Waldman offer?
David Louis Waldman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are David Louis Waldman's credentials?
David Louis Waldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Louis Waldman located?
David Louis Waldman is based in BOSTON, Massachusetts, working with LOOMIS, SAYLES & COMPANY, L.P.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does David Louis Waldman charge for services?
David Louis Waldman's firm is compensated through percentage of aum, performance-based fees, other: minimum annual fee and/or minimum account size. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOOMIS, SAYLES & COMPANY, L.P.?
LOOMIS, SAYLES & COMPANY, L.P. has approximately 722 employees and manages $301.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LOOMIS, SAYLES & COMPANY, L.P.

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Aziz Veysi Hamzaogullari
BOSTON, MA
Donald Patrick Ryan
BOSTON, MA
John Francis Gallagher
BOSTON, MA
Matthew James Eagan
BOSTON, MA
Daniel Joseph Fuss
BOSTON, MA

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Research
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