Caroline Lindseth, financial advisor Boston MA
90 score

Caroline Lindseth

CRD Number: 6105520
Current Firm: Putnam Investment Management, LLC

Caroline Lindseth (CRD# 6105520) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Putnam Retail Management Boston, MA Jul 2012 - Current 4
School Princeton, NJ Sep 2000 - Jun 2012 11
Youbeauty.com Nyc, NY Aug 2011 - Sep 2011 < 1
Publicis Groupe Nyc, NY Jun 2011 - Aug 2011 < 1
Compass Healthcare Marketing Princeton, NJ Sep 2010 - Dec 2010 < 1
Cleveland Museum Of Art Cleveland, OH Jul 2009 - Aug 2009 < 1
Hilton Hotels Princeton, NJ Jun 2009 - Jul 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Caroline H. Lindseth
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
90
Clean Record
This advisor has a clean track record with regulators.

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