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 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Putnam Investments||Andover, MA||Sep 2013 - Current||3|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.