Robert Field (CRD# 7638893) 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# 5466021
Fidelity Personal And Workplace Advisors
CRD# 4124104
Commonwealth Financial Network
CRD# 2054637
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Retail Management | Boston, MA | Sep 2022 - Current | 1 |
| Putnam Investments LLC | Andover, MA | Mar 2019 - Sep 2022 | 3 |
| Summer Sessions Surf Shop | Rye, NH | May 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 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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