Putnam Investment Management, LLC

Putnam Investment Management, LLC (CRD# 106629) is a financial advisory firm headquartered in Boston, MA. They manage $112,250,309,678 in 166 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    112,250
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $676,206,685
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

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, VI, VT, WA, WI, WV, WY

Financial Advisors at Putnam Investment Management, LLC
Showing 1 - 10 of 125 top financial advisors.
1
Albert J. Angelus
CRD#: 2685212
100 Federal St, Boston, MA 02110

Albert Angelus (CRD# 2685212) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 25 years of experience in the finance industry.

2
Megan L. Averitt
CRD#: 6560584
100 Federal St, Boston, MA 02110

Megan Averitt (CRD# 6560584) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 5 years of experience in the finance industry.

3
Caitlin G. Baggeroer
CRD#: 5885751
100 Federal St, Boston, MA 02110

Caitlin Baggeroer (CRD# 5885751) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 10 years of experience in the finance industry.

4
Ryan T. Bathon
CRD#: 6807134
100 Federal St, Boston, MA 02110

Ryan Bathon (CRD# 6807134) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.

5
Richard S. Borden
CRD#: 2704913
100 Federal St, Boston, MA 02110

Richard Borden (CRD# 2704913) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 23 years of experience in the finance industry.

6
Kyle J. Bramble
CRD#: 6190577
100 Federal St, Boston, MA 02110

Kyle Bramble (CRD# 6190577) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.

7
Brian R. Buckley
CRD#: 5292014
100 Federal St, Boston, MA 02110

Brian Buckley (CRD# 5292014) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 11 years of experience in the finance industry.

8
Grace K. Bumpus
CRD#: 6818000
100 Federal St, Boston, MA 02110

Grace Bumpus (CRD# 6818000) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.

9
Christopher M. Bunker
CRD#: 2156501
100 Federal St, Boston, MA 02110

Christopher Bunker (CRD# 2156501) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 30 years of experience in the finance industry.

10
Patrick R. Caine
CRD#: 6268170
100 Federal St, Boston, MA 02110

Patrick Caine (CRD# 6268170) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 7 years of experience in the finance industry.

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