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Colleen Marie Denzler

Investment Adviser Representative at Loomis, Sayles & Company, L.P.

Boston, MACRD #1542765Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Colleen Marie Denzler is an investment adviser representative with Loomis, Sayles & Company, L.P. in Boston, MA, where they have been registered since 2022. They have worked in the securities industry since 1994 and were previously registered with Smith Capital Investors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.

Office

One Financial Center
Boston, MA 02111-2621

Advisors at this office: 17

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
1 state or territory

Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/20/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 2/19/1987
Series 7
General Securities Representative Examination
Passed 12/20/1986

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Loomis, Sayles & Company, L.P.Current
10/4/2022 – Boston, MA
Loomis Sayles Distributors, L.P.Current
9/26/2022 – Cohasset, MA
Smith Capital Investors, LLC
10/25/2019 – 4/19/2022Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. ALPS Distributors, Inc.
    Mar 2019 – May 2022Denver, CO
  2. Colleen Denzler Strategy Partners
    Mar 2018 – Mar 2019Boulder, CO
  3. Colleen Denzler Strategy Partners
    Oct 2014 – Oct 2017Boulder, CO
  4. First Affirmative Financial Network
    Oct 2017 – Mar 2018Colorado Springs, CO
  5. Smith Capital Investors, LLC
    Mar 2019 – May 2022Denver, CO
  6. Loomis, Sayles & Company, L.P.
    May 2022 – no end date reportedBoston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Loomis, Sayles & Company, L.P.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions

Client types the firm serves

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24
Offices listed on AdvisorFinder:
7
Main office:
Boston, MA
SEC file number:
801-170

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 1, 2026

View full firm profile

Other advisors at Loomis, Sayles & Company, L.P.

Showing 12 of 24 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Colleen Marie Denzler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Colleen Marie Denzler (Loomis, Sayles & Company)