The Putnam Advisory Company, LLC

The Putnam Advisory Company, LLC (CRD# 106631) is a financial advisory firm headquartered in Boston, MA. They manage $37,769,539,444 in 126 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    37,770
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $299,758,250
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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, VT, WA, WI, WV

Financial Advisors at The Putnam Advisory Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph A. Cassaro
CRD#: 4542718
One Post Office Square, Boston, MA 02109
87
Wealthminder
score

Joseph Cassaro (CRD# 4542718) is an Investment Advisor Representative working at The Putnam Advisory Company, LLC in Boston, MA and has 1 year of experience in the finance industry.

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