Ryan Bernard Mcquilkin

Employer firm

F L Putnam Investment Management Co. CRD 106223

$9.72B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 04/2019
  Boston Private Wealth Llc
  Boston, MA
• 04/2019 → 05/2021
  Boston Private Wealth Llc
  Boston, MA
• 05/2021 → Present
  F.L. Putnam Investment Management Co.
  Lynnfield, MA

Previous Registrations

• 2015-02-23 → 2021-05-07
  Svb Wealth
  Boston, MA

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Ryan Mcquilkin