Richard Offenberg (CRD# 7770648) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year 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 | Jun 2023 - Current | < 1 |
| Bentley University | Waltham, MA | Sep 2022 - May 2023 | < 1 |
| Guidepoint | New York, NY | Jun 2022 - Aug 2022 | < 1 |
| Bentley Univesity | Waltham, MA | Sep 2021 - Jun 2022 | < 1 |
| Stop And Shop | Nantucket, MA | Jun 2021 - Aug 2021 | < 1 |
| Bentley University | Waltham, MA | Sep 2020 - May 2021 | < 1 |
| Integrated Sports Training | Norwalk, CT | Jun 2020 - Aug 2020 | < 1 |
| Bentley University | Waltham, MA | Sep 2019 - May 2020 | < 1 |
| Integrated Sports Training | Norwalk, CT | Jun 2019 - Aug 2019 | < 1 |
| Choate Rosemary Hall | Wallingford, CT | Sep 2017 - May 2019 | 1 |
| Suffield Academy | Suffield, CT | Sep 2015 - Jun 2017 | 1 |
| Fairfield Country Day School | Fairfield, CT | Sep 2005 - Jun 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- 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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