Nicole Spinosa, financial advisor Boston MA
89 score

Nicole Spinosa

CRD Number: 6249176
Current Firm: Putnam Investment Management, LLC

Nicole Spinosa (CRD# 6249176) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Putnam Inv./putnam Retail Management Andover, MA Sep 2013 - Current 3
Attunity Inc. Burligton, MA Jan 2013 - Aug 2013 < 1
University Of New Hampshire Durham, NH Sep 2009 - May 2013 3
Collegiate Promotions Durham, NH Mar 2012 - Jan 2013 < 1
Bedford Children's Center Bedford, MA Jun 2012 - Sep 2012 < 1
Bedford Children's Center Bedford, MA Jun 2011 - Sep 2011 < 1
Bedford Children's Center Bedford, MA Jun 2010 - Sep 2010 < 1
Bedford Children's Center Bedford, MA Jun 2008 - Sep 2009 1
Fresh City Burlington, MA Oct 2006 - Jun 2008 1
Student Burlington, MA Sep 2003 - Oct 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Nicole M. Spinosa
Phone Number: 617-292-1000
Firm Website: http://www.putnam.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    98,334
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $581,858,468
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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