Grace McKenna (CRD# 7770697) 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# 2648643
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1257320
Ubs Financial Services Inc.
CRD# 6606288
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments/putnam Retail Management | Boston, MA | Jun 2023 - Current | < 1 |
| Sto Building Group | New York, NY | May 2021 - May 2023 | 2 |
| Boston College | Chestnut Hill, MA | Aug 2019 - May 2023 | 3 |
| Wantagh Senior High School | Wantagh, NY | Sep 2015 - Jun 2019 | 3 |
| Wantagh Middle School | Wantagh, NY | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 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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