Samuel Lieberman, financial advisor Andover MA
93 score

Samuel Lieberman

CRD Number: 1942533
Current Firm: Putnam Investment Management, LLC

Samuel Lieberman (CRD# 1942533) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Putnam Investments Boston, MA Jul 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Samuel L. Lieberman
Phone Number: 617-292-1000
Firm Website: http://www.putnam.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    98,334
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $581,858,468
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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