Colin Robichaud (CRD# 5905038) 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.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 3090482
Woodstock Corporation
Score
102
CRD# 2513892
Advanced Portfolio Design, 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 Management98,334MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$581,858,468
- 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)
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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