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Christian David Mcvey

F L PUTNAM INVESTMENT MANAGEMENT CO.·WELLESLEY, Massachusetts
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20 WILLIAM STREET, SUITE G40, WELLESLEY, MA 02481CRD# 1318364Firm CRD# 106223
01

About

Christian David Mcvey is a registered financial advisor based in WELLESLEY, 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 1318364
Firm CRD# 106223
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christian David Mcvey offer?
Christian David Mcvey specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Christian David Mcvey's credentials?
Christian David Mcvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christian David Mcvey located?
Christian David Mcvey is based in WELLESLEY, Massachusetts, working with F L PUTNAM INVESTMENT MANAGEMENT CO.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Christian David Mcvey charge for services?
Christian David Mcvey'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.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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