Unclaimed Profile

Christian David Mcvey

F L PUTNAM INVESTMENT MANAGEMENT CO.·WELLESLEY, Massachusetts

Series 3, Series 5, Series 7, Series 63, Series 65Clean record24 years registeredF L PUTNAM INVESTMENT MANAGEMENT CO.

20 WILLIAM STREET, SUITE G40, WELLESLEY, MA 02481CRD# 1318364Firm CRD# 106223

Profile Verification

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

Identity

Christian David Mcvey · WELLESLEY, MA

Registration

CRD #1318364 · F L PUTNAM INVESTMENT MANAGEMENT CO. · 24 years registered

Brand Profile

Not yet started

Career History

F L PUTNAM INVESTMENT MANAGEMENT CO.

May 2003 – present

PUTNAM F L INVESTMENT MANAGEMENT CO

Mar 2002 – Dec 2002

NEWTON CENTRA, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · March 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

F L PUTNAM INVESTMENT MANAGEMENT CO.

CRD 106223 · SEC 801-21951

AUM

$6.2B

Regulatory assets under management

Employees

105

5,203 client accounts

Services offered by F L PUTNAM INVESTMENT MANAGEMENT CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at F L PUTNAM INVESTMENT MANAGEMENT CO. →

Introduction

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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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