John McKay (CRD# 7150550) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 6401139
Eagle Strategies LLC
CRD# 5839878
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments/putnam Retail Management | Andover, MA | Sep 2020 - Current | 3 |
| Indian Ridge Country Club | Andover, MA | Sep 2015 - Sep 2020 | 5 |
| University Of New Hampshire | Durham, NH | Jan 2018 - May 2020 | 2 |
| Putnam Investments | Andover, MA | Jun 2019 - Aug 2019 | < 1 |
| Unh Phonathon | Durham, NH | Jan 2019 - May 2019 | < 1 |
| Syracuse University | Syracuse, NY | Aug 2016 - Dec 2017 | 1 |
| North Andover High School | North Andover, MA | Sep 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- 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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