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PUTNAM INVESTMENT MANAGEMENT, LLC
PUTNAM INVESTMENT MANAGEMENT, LLC
BOSTON, Massachusetts
·
14 registered advisors
·
CRD# 106629
SEC# 801-7974
0
617-292-1000
01
Firm Overview
AUM
$85.2B
Regulatory assets under management
Employees
197
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at PUTNAM INVESTMENT MANAGEMENT, LLC
14 registered advisors
Aaron M Cooper
BOSTON, Massachusetts
CRD# 6729867
Adam Jay Petryk
BOSTON, Massachusetts
CRD# 7020834
Brett S Goldstein
BOSTON, Massachusetts
CRD# 7403683
Brian D Lenhardt
BOSTON, Massachusetts
CRD# 6730352
James F. Clark
BOSTON, Massachusetts
CRD# 6607431
Leeor Paul Avigdor
BOSTON, Massachusetts
CRD# 4702532
Lindsey Oshita
BOSTON, Massachusetts
CRD# 7183188
Michael Joseph Woodall
BOSTON, Massachusetts
CRD# 2010296
Michael Vincent Salm
BOSTON, Massachusetts
CRD# 2392561
Richard Shepherd Perkins
BOSTON, Massachusetts
CRD# 2446072
Robert J Schoen
BOSTON, Massachusetts
CRD# 6729870
Sonal Desai
BOSTON, Massachusetts
CRD# 7070945
Stephen Jefferson Tate
BOSTON, Massachusetts
CRD# 6841404
Thomas Clifton Merchant
BOSTON, Massachusetts
CRD# 3126886
05
Office Locations
BOSTON, Massachusetts
14 advisors
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Data sourced from SEC Form ADV filings. PUTNAM INVESTMENT MANAGEMENT, LLC (CRD# 106629) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.