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 11 - 20 of 84 top financial advisors.
11
Daniel S. Dipietro
CRD#: 4230356
100 Federal St, Boston, MA 02110

Daniel Dipietro (CRD# 4230356) 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.

12
Tiffany L. Dyson
CRD#: 7015090
100 Federal St, Boston, MA 02110

Tiffany Dyson (CRD# 7015090) 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.

13
Caroline G. Edwards
CRD#: 4889623
100 Federal St, Boston, MA 02110

Caroline Edwards (CRD# 4889623) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 19 years of experience in the finance industry.

14
David C. Fischer
CRD#: 4815310
100 Federal St, Boston, MA 02110

David Fischer (CRD# 4815310) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 19 years of experience in the finance industry.

15
Daniel M. Fogarty
CRD#: 6794260
100 Federal St, Boston, MA 02110

Daniel Fogarty (CRD# 6794260) 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.

16
Michael A. Giuliano
CRD#: 6560572
100 Federal St, Boston, MA 02110

Michael Giuliano (CRD# 6560572) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 8 years of experience in the finance industry.

17
James E. Halloran
CRD#: 2268723
100 Federal St, Boston, MA 02110

James Halloran (CRD# 2268723) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 31 years of experience in the finance industry.

18
Kathleen M. Irish
CRD#: 2336305
100 Federal St, Boston, MA 02110

Kathleen Irish (CRD# 2336305) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 20 years of experience in the finance industry.

19
Daniel B. Johnson
CRD#: 7015093
100 Federal St, Boston, MA 02110

Daniel Johnson (CRD# 7015093) 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.

20
Chad J. Kastner
CRD#: 2673457
100 Federal St, Boston, MA 02110

Chad Kastner (CRD# 2673457) 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.

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