Colin Robichaud (CRD# 5905038) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 2513892
Advanced Portfolio Design, LLC
Score
103
CRD# 5189191
Assetgrade, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments | Andover, MA | Sep 2013 - Current | 4 |
| Unemployed | Boston, MA | May 2013 - Sep 2013 | < 1 |
| Morgan Stanley Smith Barney | Boston, MA | Jun 2012 - May 2013 | < 1 |
| University Of Vermont | Burlington, VT | Aug 2011 - May 2012 | < 1 |
| Morgan Stanley Smith Barney | Boston, ME | Jun 2011 - Aug 2011 | < 1 |
| Northwestern Mutual | Colchester, VT | Mar 2010 - May 2011 | 1 |
| South Pleasant Street Development | Hingham, MA | May 2007 - May 2011 | 4 |
| Marine Detailing | Hingham, MA | Jan 2002 - May 2007 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- MA
-
Total Assets Under Management85,501MILLIONS
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$695,133,322
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, LA, MA, NE, NH, TX, WA
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