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 $1,462,283,131 in 1,496 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,462
    MILLION
  • Total Number of Accounts
    1,496
    ACCOUNTS
  • Average Account Value
    $977,462
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, CO, CT, DC, FL, GA, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, TX, VT, WA

Financial Advisors at F L Putnam Investment Management Company
Showing 1 - 10 of 13 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 21 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 29 years of experience in the finance industry.

4
Glen P. Martin
CRD#: 2850934
20 William Street, Wellesley, MA 02481
96
Wealthminder
score

Glen Martin (CRD# 2850934) 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. Glen Martin 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
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 24 years of experience in the finance industry.

6
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 16 years of experience in the finance industry.

7
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 15 years of experience in the finance industry.

8
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 25 years of experience in the finance industry.

9
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 37 years of experience in the finance industry.

10
Abigail M. Psyhogeos
CRD#: 1808284
20 William Street, Suite G40, Wellesley, MA 02481
93
Wealthminder
score

Abigail Psyhogeos (CRD# 1808284) 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.