Erin Harmon, financial advisor Boston MA
90 score

Erin Harmon

CRD Number: 6249209
Current Firm: Putnam Investment Management, LLC

Erin Harmon (CRD# 6249209) 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 Inv./putnam Retail Management Boston, MA Sep 2013 - Current 4
Unemployed Annapolis, MD Jun 2013 - Aug 2013 < 1
Bates College Lewiston, ME Sep 2012 - May 2013 < 1
Wolf Haldenstein Adler Freeman & Herz New York, NY Jun 2012 - Aug 2012 < 1
Bates College Lewiston, ME Sep 2011 - May 2012 < 1
Crosby-volmer International Communications Washington, DC Jun 2011 - Aug 2011 < 1
Bates College Lewiston, ME Sep 2010 - May 2011 < 1
Maryland Speaker Of The House Re-election Campaign Annapolis, MD Jun 2010 - Aug 2010 < 1
Bates College Lewiston, ME Sep 2009 - May 2010 < 1
Unemployed Annapolis, MD Jun 2009 - Aug 2009 < 1
Annapolis High School Annapolis, MD Aug 2005 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Erin C. Harmon
Phone Number: 617-292-1000
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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