David James Beach

Financial advisor at Loomis, Sayles & Company, LP · San Francisco, CA

Last updated 2026-10-10

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David James Beach is a financial advisor at Loomis, Sayles & Company, LP in San Francisco, CA, CRD 2174203. Licenses and exams on the registration: Series 63, Series 65. First registered 2025-01-01.

Registration

CRD number
2174203
Registration status
Active
First registered
2025-01-01
Years of experience
14
States registered
CA

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2012-01 to Present · Loomis Sayles & Company, LP · San Francisco, CA

Current employment

SEC IAPD record for David James Beach

Loomis, Sayles & Company, LP

Regulatory AUM
$386,881,827,641
Registered advisors
24
Offices
7
Clients per advisor
1028.1 (Very high)
Average AUM per client
$15.7M (Moderate)
High-net-worth client ratio
91.8% (Very high)

Loomis, Sayles & Company, LP: advisors, services and reported ETF investments

What this firm offers

Filed by Loomis, Sayles & Company, LP on Form ADV.

Client services

  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Performance-Based Fees
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Other Financial Product Salesperson
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

Suite 3300, San Francisco, CA 94104

1 advisor at this office.

Loomis, Sayles & office in San Francisco, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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