Unclaimed Profile

George Putnam

NEW GENERATION ADVISORS, LLC·MANCHESTER, Massachusetts

Clean record32 years registeredNEW GENERATION ADVISORS, LLC

13 ELM STREET, MANCHESTER, MA 01944-1366CRD# 4355835Firm CRD# 109776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Putnam · MANCHESTER, MA

Registration

CRD #4355835 · NEW GENERATION ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

BOSTON FAMILY OFFICE LLC

Sep 1996 – present

NEW GENERATION ADVISORS, LLC

Apr 1994 – Mar 2023

MANCHESTER, MA

Registrations & Exams

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW GENERATION ADVISORS, LLC

CRD 109776 · SEC 802-127638

AUM

$153M

Regulatory assets under management

Services offered by NEW GENERATION ADVISORS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at NEW GENERATION ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does George Putnam offer?

George Putnam specializes in Retirement Planning. Contact their office in MANCHESTER, Massachusetts for a consultation.

What are George Putnam's credentials?

George Putnam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Putnam located?

George Putnam is based in MANCHESTER, Massachusetts, working with NEW GENERATION ADVISORS, LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.

How does George Putnam charge for services?

George Putnam'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 NEW GENERATION ADVISORS, LLC?

NEW GENERATION ADVISORS, LLC is a registered investment adviser with the SEC, managing $153M in regulatory assets under management. See their Form ADV for full details.

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