Mitchell Peltier (CRD# 6979567) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments/putnam Retail Management | Boston, MA | May 2021 - Current | 3 |
| Fidelity Brokerage Service LLC | Merrimack, NH | Jan 2019 - May 2021 | 2 |
| Cunningham And Associates | Worcester, MA | Nov 2018 - Dec 2018 | < 1 |
| Colonial Life | Hartford, CT | Jun 2018 - Nov 2018 | < 1 |
| Unemployed | Sutton, MA | May 2018 - Jun 2018 | < 1 |
| St. Lawrence University Athletic Department | Canton, NY | Jan 2018 - May 2018 | < 1 |
| St. Lawrence University | Canton, NY | Aug 2014 - May 2018 | 3 |
| Unemployed | Sutton, MA | Jan 2009 - May 2018 | 9 |
| Kings Sales Group | Sutton, MA | May 2017 - Sep 2017 | < 1 |
| Worcester Academy | Worcester, MA | May 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 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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