Maura McNamara, financial advisor Boston MA

Maura McNamara

CRD Number: 7428980
Current Firm: Putnam Investment Management, LLC

Maura McNamara (CRD# 7428980) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

Similar Advisors
Richard Abbott, financial advisor Boston MA
Richard T. Abbott
CRD# 4999910
Fidelity Personal And Workplace Advisors
Similar Advisors
Jeffrey Abelli, financial advisor Boston MA
Jeffrey T. Abelli
CRD# 4672511
Amundi Asset Management Us, Inc.
Similar Advisors
Jana Abels, financial advisor Boston MA
Jana Abels
CRD# 4831929
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Putnam Investments/putnam Retail Management Boston, MA Jun 2022 - Current 1
Hobart And William Smith Colleges Geneva, MA Aug 2021 - May 2022 < 1
Oxford Public Schools Oxford, MA Dec 2021 - Jan 2022 < 1
Putnam Investments Boston, MA Jul 2021 - Aug 2021 < 1
Worcester Country Club Worcester, MA May 2021 - Jun 2021 < 1
Hudson Public Schools Hudson, MA May 2021 - Jun 2021 < 1
Hobart And William Smith Colleges Geneva, NY Aug 2020 - May 2021 < 1
Hudson Public Schools Hudson, MA Nov 2020 - Jan 2021 < 1
Worcester Country Club Worcester, MA Jun 2020 - Aug 2020 < 1
Hobart And William Smith Colleges Geneva, NY Aug 2019 - Mar 2020 < 1
Abercrombie And Fitch Natick, MA Nov 2019 - Jan 2020 < 1
Worcester Country Club Worcester, MA May 2019 - Aug 2019 < 1
Hobart And William Smith Colleges Geneva, NY Jan 2019 - May 2019 < 1
Abercrombie And Fitch Natick, MA Nov 2018 - Jan 2019 < 1
Worcester Country Club Worcester, MA May 2018 - Aug 2018 < 1
Student Shrewsbury, MA Jan 2010 - Apr 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2023
Contact Info for Maura P. McNamara
Phone Number: 617-292-1000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    97,851
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $543,617,726
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.