Alex Calabro (CRD# 6670100) 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.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments | Andover, MA | Sep 2017 - Current | 6 |
| Athletic Republic | Norwood, MA | Jun 2017 - Aug 2017 | < 1 |
| Connecticut College | New London, CT | Sep 2016 - May 2017 | < 1 |
| Putnam Investments | Andover, MA | Jun 2016 - Aug 2016 | < 1 |
| Connecticut College | New London, CT | Sep 2015 - May 2016 | < 1 |
| Maynard Supply Company | Maynard, MA | Dec 2015 - Jan 2016 | < 1 |
| Maynard Supply Company | Maynard, MA | May 2015 - Aug 2015 | < 1 |
| Connecticut College | New London, CT | Sep 2014 - May 2015 | < 1 |
| Maynard Supply Company | Maynard, MA | Dec 2014 - Jan 2015 | < 1 |
| Newton Parks And Recreation | Newton, MA | Jun 2014 - Aug 2014 | < 1 |
| Maynard Supply Company | Maynard, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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, VI, VT, WA, WI, WV, WY
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