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F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO.
LYNNFIELD, Massachusetts
·
5 registered advisors
·
CRD# 106223
SEC# 801-21951
14
800-344-3435
01
Firm Overview
AUM
$6.2B
Regulatory assets under management
Employees
105
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSETS UNDER ADVISEMENT
03
Specialties
Financial Planning
Investment Management
04
Advisors at F L PUTNAM INVESTMENT MANAGEMENT CO.
5 registered advisors
Christian David Mcvey
WELLESLEY, Massachusetts
CRD# 1318364
John Vincent Carberry
WELLESLEY, Massachusetts
CRD# 40216
Reed Thomas Manning
LYNNFIELD, Massachusetts
CRD# 4710363
Robertson Pope Breed
WELLESLEY, Massachusetts
CRD# 1395261
Susanne Stauffer
LYNNFIELD, Massachusetts
CRD# 1060211
05
Office Locations
WELLESLEY, Massachusetts
3 advisors
LYNNFIELD, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. F L PUTNAM INVESTMENT MANAGEMENT CO. (CRD# 106223) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.