Edward Brennan (CRD# 7639240) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Franklin Distributors, LLC | San Mateo, CA | Jul 2024 - Current | < 1 |
Putnam Retail Management | Boston, MA | Sep 2022 - Current | 1 |
Definitive Healthcare | Framingham, MA | Sep 2021 - Aug 2022 | < 1 |
Unemployed | Burlington, CT | May 2021 - Sep 2021 | < 1 |
The Carroll Center For The Blind | Newton, MA | Jan 2021 - May 2021 | < 1 |
College Of The Holy Cross | Worcester, MA | Aug 2019 - Jan 2021 | 1 |
Cbia | Hartford, CT | Jun 2019 - Aug 2019 | < 1 |
College Of The Holy Cross | Worcester, MA | Aug 2017 - Jun 2019 | 1 |
Avon Old Farms School | Avon, CT | Aug 2013 - Aug 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- 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)
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
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