AdvisorOS Directory
Claim Profile
SS

Susanne Stauffer

F L PUTNAM INVESTMENT MANAGEMENT CO.·LYNNFIELD, Massachusetts
Unclaimed Profile
6 KIMBALL LANE, LYNNFIELD, MA 01940CRD# 1060211Firm CRD# 106223
01

About

Susanne Stauffer is a registered financial advisor based in LYNNFIELD, Massachusetts, affiliated with F L PUTNAM INVESTMENT MANAGEMENT CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO.
AUM
$6.2B
Regulatory assets under management
Employees
105
Total firm employees
View all advisors at F L PUTNAM INVESTMENT MANAGEMENT CO. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 1060211
Firm CRD# 106223
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LYNNFIELD?

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

Browse LYNNFIELD 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 Susanne Stauffer offer?
Susanne Stauffer specializes in Financial Planning, Investment Management. Contact their office in LYNNFIELD, Massachusetts for a consultation.
What are Susanne Stauffer's credentials?
Susanne Stauffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susanne Stauffer located?
Susanne Stauffer is based in LYNNFIELD, Massachusetts, working with F L PUTNAM INVESTMENT MANAGEMENT CO.. Their office serves clients in the LYNNFIELD metropolitan area and surrounding communities.
How does Susanne Stauffer charge for services?
Susanne Stauffer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is F L PUTNAM INVESTMENT MANAGEMENT CO.?
F L PUTNAM INVESTMENT MANAGEMENT CO. has approximately 105 employees and manages $6.2B 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 LYNNFIELD
Christian Phillip Ginolfi — INVESTORS CAPITAL CORP.Ellen Flaherty — F L PUTNAM INVESTMENT MANAGEMENT CO.Alan Lee Gosule — F L PUTNAM INVESTMENT MANAGEMENT CO.Meredith Lepper — F L PUTNAM INVESTMENT MANAGEMENT CO.Reed Thomas Manning — F L PUTNAM INVESTMENT MANAGEMENT CO.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile