Putnam Investment Management, LLC

Putnam Investment Management, LLC (CRD# 106629) is a financial advisory firm headquartered in Boston, MA. They manage $97,851,190,759 in 180 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    97,851
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $543,617,726
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
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 31 - 40 of 90 top financial advisors.
31
Kevin R. Monaghan
CRD#: 5984096
100 Federal St, Boston, MA 02110

Kevin Monaghan (CRD# 5984096) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 12 years of experience in the finance industry.

32
George D. Moore
CRD#: 4511901
100 Federal St, Boston, MA 02110

George Moore (CRD# 4511901) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 21 years of experience in the finance industry.

33
Erin M. Perkins
CRD#: 2436816
100 Federal St, Boston, MA 02110

Erin Perkins (CRD# 2436816) 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.

34
James F. Puleo
CRD#: 7015111
100 Federal St, Boston, MA 02110

James Puleo (CRD# 7015111) 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.

35
Jordan P. Reals
CRD#: 6218401
100 Federal St, Boston, MA 02110

Jordan Reals (CRD# 6218401) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 9 years of experience in the finance industry.

36
Paul J. Roche
CRD#: 2535323
100 Federal St, Boston, MA 02110

Paul Roche (CRD# 2535323) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 26 years of experience in the finance industry.

37
Devin M. Russell
CRD#: 5013779
100 Federal St, Boston, MA 02110

Devin Russell (CRD# 5013779) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 16 years of experience in the finance industry.

38
Bryan A. Schwarz
CRD#: 2412181
100 Federal St, Boston, MA 02110

Bryan Schwarz (CRD# 2412181) 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.

39
Jonathan C. Splaine
CRD#: 4854469
100 Federal St, Boston, MA 02110

Jonathan Splaine (CRD# 4854469) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 18 years of experience in the finance industry.

40
Caroline L. Stone
CRD#: 6105520
100 Federal St, Boston, MA 02110

Caroline Stone (CRD# 6105520) 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.

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