AdvisorOS Directory
Claim Profile
EP

Edward B Putnam

NORTHSTAR ASSET MANAGEMENT LLC·BLUE BELL, Pennsylvania
Unclaimed Profile
488 NORRISTOWN ROAD, BLUE BELL, PA 19422CRD# 4370211Firm CRD# 109185
01

About

Edward B Putnam is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with NORTHSTAR ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NORTHSTAR ASSET MANAGEMENT LLC
NORTHSTAR ASSET MANAGEMENT LLC
AUM
$467M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTHSTAR ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4370211
Firm CRD# 109185
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLUE BELL?

Browse all registered financial advisors in BLUE BELL, Pennsylvania or claim this profile if it's yours.

Browse BLUE BELL 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 Edward B Putnam offer?
Edward B Putnam specializes in Investment Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Edward B Putnam's credentials?
Edward B Putnam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward B Putnam located?
Edward B Putnam is based in BLUE BELL, Pennsylvania, working with NORTHSTAR ASSET MANAGEMENT LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Edward B Putnam charge for services?
Edward B Putnam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR ASSET MANAGEMENT LLC?
NORTHSTAR ASSET MANAGEMENT LLC has approximately 6 employees and manages $467M 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 BLUE BELL
Edward Joseph Carpoletti — MERIDIAN WEALTH PARTNERS, LLCEdward Turner Borer — BORER DENTON & ASSOCIATES, INC.Albert Louis Denton — BORER DENTON & ASSOCIATES, INC.Kathleen Donnelly Hartung — BORER DENTON & ASSOCIATES, INC.Scott Jeffrey Mason — RUBICON WEALTH MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile