Brian Buckley, financial advisor Boston MA
73 score

Brian Buckley

CRD Number: 5292014
Current Firm: Putnam Investment Management, LLC

Brian Buckley (CRD# 5292014) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Putnam Retail Management Boston, MA Apr 2012 - Current 4
Wfs, LLC Boston, MA Feb 2007 - Mar 2012 5
Student / School Hingham, MA Jan 1998 - Dec 2009 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Brian R. Buckley
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
73

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