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Steven Paul Mckay

THE PUTNAM ADVISORY COMPANY, LLC·BOSTON, Massachusetts
SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 99TOClean recordTHE PUTNAM ADVISORY COMPANY, LLC
100 FEDERAL ST, BOSTON, MA 02110CRD# 2400046Firm CRD# 106631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Paul Mckay · BOSTON, MA
Registration
CRD #2400046 · THE PUTNAM ADVISORY COMPANY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Series 99TO
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
THE PUTNAM ADVISORY COMPANY, LLC
CRD 106631 · SEC 801-5097
AUM
$41.5B
Regulatory assets under management
Employees
7
135 client accounts
Services offered by THE PUTNAM ADVISORY COMPANY, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at THE PUTNAM ADVISORY COMPANY, LLC →
Introduction

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Frequently Asked Questions

What services does Steven Paul Mckay offer?
Steven Paul Mckay specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Steven Paul Mckay's credentials?
Steven Paul Mckay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Paul Mckay located?
Steven Paul Mckay is based in BOSTON, Massachusetts, working with THE PUTNAM ADVISORY COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Steven Paul Mckay charge for services?
Steven Paul Mckay'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 THE PUTNAM ADVISORY COMPANY, LLC?
THE PUTNAM ADVISORY COMPANY, LLC has approximately 7 employees and manages $41.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PUTNAM ADVISORY COMPANY, LLC

Jeffrey Lewis Gould
BOSTON, MA

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Research
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