Katharine Manning, financial advisor Wellesley MA

Katharine Manning

CRD Number: 2901746
Current Firm: F L Putnam Investment Management Company

Katharine Manning (CRD# 2901746) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
F.l. Putnam Investment Management Wellesley, MA Jan 2019 - Current 2
Education: Retirement Management Advisor Credential Work Boston, MA Nov 2018 - Dec 2018 < 1
Unemployed Boston, MA Feb 2018 - Oct 2018 < 1
Admiral's Bank Boston, MA Oct 2017 - Jan 2018 < 1
Charles Schwab Bank Boston, MA Feb 2005 - Jul 2017 12
Charles Schwab & Company, Inc. Boston, MA Mar 2004 - Jul 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Katharine C. Manning
Phone Number: 800-344-3435
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,722
    MILLIONS
  • Total Number of Accounts
    3,329
    ACCOUNTS
  • Average Account Value
    $1,118,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA

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