Gregory Shannahan (CRD# 1104192) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 40 years of experience in the finance industry.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Retail Management | Boston, MA | Apr 2018 - Current | 6 |
| Advisors Asset Management, Inc. | Monument, CO | Aug 2017 - Mar 2018 | < 1 |
| Unemployed | Mendham, NJ | Mar 2017 - Aug 2017 | < 1 |
| Allianz Global Investors Distributors LLC | New York, NY | Jan 2013 - Feb 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- 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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