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 $4,547,177,967 in 3,635 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,547
    MILLION
  • Total Number of Accounts
    3,635
    ACCOUNTS
  • Average Account Value
    $1,250,943
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
  • Other
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, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at F L Putnam Investment Management Company
Showing 21 - 28 of 28 top financial advisors.
21
Todd C. Mills
CRD#: 2688102
20 William Street, Suite G40, Wellesley, MA 02481

Todd Mills (CRD# 2688102) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 25 years of experience in the finance industry. Todd Mills 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.

22
Peter J. Miniati
CRD#: 4348720
10 Weybosset Street, Suite 302, Providence, RI 02903

Peter Miniati (CRD# 4348720) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has over 21 years of experience in the finance industry. Peter Miniati 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.

23
Marianne Pursley
CRD#: 4089427
10 Weybosset Street, 3rd Floor, Providence, RI 02903

Marianne Pursley (CRD# 4089427) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has over 22 years of experience in the finance industry. Marianne Pursley 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.

24
Steven N. Violin
CRD#: 4399145
20 William St., Ste. G40, Wellesley, MA 02481

Steven Violin (CRD# 4399145) 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.

25
Andrew B. Wetzel
CRD#: 4505203
20 William Street, Suite G40, Wellesley, MA 02481

Andrew Wetzel (CRD# 4505203) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 19 years of experience in the finance industry.

26
Jessie L. Butler
CRD#: 4246092
5 Widgery Wharf, Portland, ME 04101

Jessie Butler (CRD# 4246092) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 3 years of experience in the finance industry.

27
William M. O'brien
CRD#: 1408218
20 William Street, Suite G40, Wellesley, MA 02481

William O'brien (CRD# 1408218) 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.

28
Corey B. Pomerleau
CRD#: 7320445
20 William Street, Suite G40, Wellesley, MA 02481

Corey Pomerleau (CRD# 7320445) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has 1 year of experience in the finance industry. Corey Pomerleau 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.

PREV ... 1 2 3
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.