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THE PUTNAM ADVISORY COMPANY, LLC
THE PUTNAM ADVISORY COMPANY, LLC
BOSTON, Massachusetts
·
2 registered advisors
·
CRD# 106631
SEC# 801-5097
1
617-292-1000
01
Firm Overview
AUM
$41.5B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at THE PUTNAM ADVISORY COMPANY, LLC
2 registered advisors
Jeffrey Lewis Gould
BOSTON, Massachusetts
CRD# 1134481
Steven Paul Mckay
BOSTON, Massachusetts
CRD# 2400046
05
Office Locations
BOSTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. THE PUTNAM ADVISORY COMPANY, LLC (CRD# 106631) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.