F L Putnam Investment Management Company

F L Putnam Investment Management Company (CRD# 106223) is a financial advisory firm headquartered in Wellesley, MA. They manage $1,410,297,871 in 1,395 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,410
    MILLION
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $1,010,966
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, GA, MA, MD, ME, NH, NY, PA, RI, TX, VT, WI

Financial Advisors at F L Putnam Investment Management Company
Showing 1 - 10 of 11 top financial advisors.
1
Scott N. Mazuzan
CRD#: 5834757
245 Commercial St. Suite 500, Portland, ME 04101
103
Wealthminder
score
Scott Mazuzan (CRD# 5834757) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 5 years of experience in the finance industry. Scott Mazuzan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Christian D. McVey
CRD#: 1318364
20 William Street G40, Wellesley, MA 02481
98
Wealthminder
score

Christian McVey (CRD# 1318364) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 20 years of experience in the finance industry.

3
Robertson P. Breed
CRD#: 1395261
Two City Center, Portland, ME 04101
96
Wealthminder
score

Robertson Breed (CRD# 1395261) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 27 years of experience in the finance industry.

4
David J. Shaughnessy
CRD#: 2390928
20 William Street, Suite G40, Wellesley, MA 02481
96
Wealthminder
score

David Shaughnessy (CRD# 2390928) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 23 years of experience in the finance industry.

5
Steven N. Violin
CRD#: 4399145
20 William St., Ste. G40, Wellesley, MA 02481
96
Wealthminder
score

Steven Violin (CRD# 4399145) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 15 years of experience in the finance industry.

6
Andrew B. Wetzel
CRD#: 4505203
20 William Street, Suite G40, Wellesley, MA 02481
96
Wealthminder
score

Andrew Wetzel (CRD# 4505203) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 14 years of experience in the finance industry.

7
Wendy M. Bush
CRD#: 1439817
Two City Center, Portland, ME 04101
93
Wealthminder
score

Wendy Bush (CRD# 1439817) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 24 years of experience in the finance industry.

8
John V. Carberry
CRD#: 40216
20 William St G40, Wellesley, MA 02481
93
Wealthminder
score

John Carberry (CRD# 40216) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 36 years of experience in the finance industry.

9
Susanne Stauffer
CRD#: 1060211
20 William St. Ste G40, Wellesley, MA 02481
93
Wealthminder
score

Susanne Stauffer (CRD# 1060211) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 34 years of experience in the finance industry.

10
Michelle M. Buckley
CRD#: 5293923
20 William Street, Suite G40, Wellesley, MA 02481
90
Wealthminder
score

Michelle Buckley (CRD# 5293923) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 4 years of experience in the finance industry.

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