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 41 - 50 of 93 top financial advisors.
41
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.

42
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.

43
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.

44
Jyotsana Wadera-Sandhu
CRD#: 5523708
100 Federal St, Boston, MA 02110

Jyotsana Wadera-Sandhu (CRD# 5523708) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 15 years of experience in the finance industry.

45
Stacy L. Zenger
CRD#: 4825525
100 Federal St, Boston, MA 02110

Stacy Zenger (CRD# 4825525) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 13 years of experience in the finance industry.

46
William R. Allen
CRD#: 7278303
100 Federal St, Boston, MA 02110

William Allen (CRD# 7278303) 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.

47
Dante M. Baldelli
CRD#: 7639250
100 Federal St, Boston, MA 02110

Dante Baldelli (CRD# 7639250) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

48
Abdulai Barry
CRD#: 7396967
100 Federal St, Boston, MA 02110

Abdulai Barry (CRD# 7396967) 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.

49
Ryan P. Birch
CRD#: 7580414
100 Federal St, Boston, MA 02110

Ryan Birch (CRD# 7580414) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.

50
Michael P. Blicher
CRD#: 7396945
100 Federal St, Boston, MA 02110

Michael Blicher (CRD# 7396945) 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.

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