Evan Russo (CRD# 7638900) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2931470
Scs Capital Management LLC
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Retail Management | Boston, MA | Sep 2022 - Current | 1 |
| Putnam Investments | Andover, MA | Dec 2020 - Sep 2022 | 1 |
| College | Waltham, MA | Aug 2020 - May 2021 | < 1 |
| Allegiant Wealth Management | Wallingford, CT | May 2020 - Aug 2020 | < 1 |
| College | Waltham, MA | Sep 2019 - May 2020 | < 1 |
| Webster Bank | Cheshire, CT | Jun 2019 - Aug 2019 | < 1 |
| College | Waltham, CT | Sep 2018 - May 2019 | < 1 |
| Ymca | Cheshire, CT | Jun 2018 - Aug 2018 | < 1 |
| College | Waltham, MA | Aug 2017 - Jun 2018 | < 1 |
| Ymca | Cheshire, CT | Jun 2017 - Aug 2017 | < 1 |
| School | Cheshire, CT | Sep 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- 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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