Scott Morris, financial advisor Andover MA
88 score

Scott Morris

CRD Number: 6395317
Current Firm: Putnam Investment Management, LLC

Scott Morris (CRD# 6395317) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Putnam Retail Management Andover, MA Sep 2014 - Current 2
Unemployed Keymar, MD May 2014 - Sep 2014 < 1
University Of New Hampshire Durham, MA Aug 2013 - May 2014 < 1
Matan Inc. Frederick, MD Jun 2013 - Aug 2013 < 1
University Of New Hampshire Durham, NH Jun 2010 - Aug 2013 3
Student Walkersville, MD Sep 2004 - Jun 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Scott R. Morris
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
88
Clean Record
This advisor has a clean track record with regulators.

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