AdvisorOS Directory
Claim Profile
RS

Robert J Schoen

PUTNAM INVESTMENT MANAGEMENT, LLC·BOSTON, Massachusetts
Unclaimed Profile
100 FEDERAL ST, BOSTON, MA 02110CRD# 6729870Firm CRD# 106629
01

About

Robert J Schoen is a registered financial advisor based in BOSTON, Massachusetts, affiliated with PUTNAM INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PUTNAM INVESTMENT MANAGEMENT, LLC
PUTNAM INVESTMENT MANAGEMENT, LLC
AUM
$85.2B
Regulatory assets under management
Employees
197
Total firm employees
View all advisors at PUTNAM INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6729870
Firm CRD# 106629
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert J Schoen offer?
Robert J Schoen specializes in Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Robert J Schoen's credentials?
Robert J Schoen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert J Schoen located?
Robert J Schoen is based in BOSTON, Massachusetts, working with PUTNAM INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Robert J Schoen charge for services?
Robert J Schoen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PUTNAM INVESTMENT MANAGEMENT, LLC?
PUTNAM INVESTMENT MANAGEMENT, LLC has approximately 197 employees and manages $85.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOSTON
Abigail Marie Armstrong — SIGNATOR INVESTORS, INC.Thomas Chan Lin Seto — EATON VANCE WATEROAK ADVISORSPaul Wold Bouchey — EATON VANCE WATEROAK ADVISORSMichael F Hogan — WINDHAVEN INVESTMENT MANAGEMENT, INC.Steven Mr. Moore — SIGNATOR FINANCIAL SERVICES, INC.
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile