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 21 - 30 of 84 top financial advisors.
21
Joseph M. Kealty
CRD#: 4712719
100 Federal St, Boston, MA 02110

Joseph Kealty (CRD# 4712719) 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.

22
Brian J. Kelley
CRD#: 2338756
100 Federal St, Boston, MA 02110

Brian Kelley (CRD# 2338756) 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.

23
Anne M. Kinsman
CRD#: 1731945
100 Federal St, Boston, MA 02110

Anne Kinsman (CRD# 1731945) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 36 years of experience in the finance industry.

24
Kelly M. Loughran
CRD#: 7015103
100 Federal St, Boston, MA 02110

Kelly Loughran (CRD# 7015103) 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.

25
Lindsay T. Lukacs
CRD#: 5063397
100 Federal St, Boston, MA 02110

Lindsay Lukacs (CRD# 5063397) 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.

26
Michael P. Meehan
CRD#: 5017308
100 Federal St, Boston, MA 02110

Michael Meehan (CRD# 5017308) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 17 years of experience in the finance industry.

27
Judith A. Minsk
CRD#: 2581040
100 Federal St, Boston, MA 02110

Judith Minsk (CRD# 2581040) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 29 years of experience in the finance industry.

28
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.

29
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 22 years of experience in the finance industry.

30
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.

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