Tucker DonahoeCRD Number: 6096119
Current Firm: Putnam Investment Management, LLC
Tucker Donahoe (CRD# 6096119) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Putnam Investments||Andover, MA||Sep 2013 - Current||4|
|Unemployed||Canton, MA||Aug 2013 - Sep 2013||< 1|
|Lake Street Advisors||Boston, MA||Jul 2013 - Aug 2013||< 1|
|Unemployed||Canton, MA||Sep 2012 - Jul 2013||< 1|
|Ubs Private Wealth Management||Boston, MA||Sep 2012 - Sep 2012||< 1|
|Ubs||Boston, MA||Aug 2012 - Sep 2012||< 1|
|Unemployed||Canton, MA||May 2012 - Aug 2012||< 1|
|Middlebury College||Middlebury, VT||Sep 2010 - May 2012||1|
|Financial Engines||Boston, MA||Jun 2010 - Sep 2010||< 1|
|Middlebury College||Middlebury, VT||Sep 2009 - Jun 2010||< 1|
|Arrow Hockey And Sport Corporation||Stoughton, MA||Jun 2009 - Sep 2009||< 1|
|Middlebury College||Middlebury, VT||Sep 2008 - Jun 2009||< 1|
|St. Sebastian's School||Needham, MA||Sep 2003 - Sep 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management98,334MILLIONS
Total Number of Accounts169ACCOUNTS
Average Account Value$581,858,468
- A percentage of assets under your management
- Performance-based fees
- 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, VT, WA, WI, WV
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