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Asad A Elmi

Putnam Investment Management, LLC

Boston, MA

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Current Employers
Putnam Investment Management, Llc

100 Federal St, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-07
  • MA RA
    APPROVED
    Since 2022-07-07

Branch Locations

100 Federal St, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rentals Unlimited Stoughton MA 05/2013 04/2021
Putnam Investments Andover MA 12/2014 06/2017
Putnam Retail Management Andover MA 06/2017 04/2021
Charles Schwab & Co., Inc. Chestnut Hill MA 04/2021 05/2022
Charles Schwab Bank, Ssb Chestnut Hill MA 04/2021 05/2022
Putnam Investment Management Boston MA 06/2022 Present
Franklin Distributors, Llc Louisville KY 07/2024 Present
Putnam Retail Management Boston MA 06/2022 07/2024
  • 05/2013 → 04/2021
    Rentals Unlimited
    Stoughton, MA
  • 12/2014 → 06/2017
    Putnam Investments
    Andover, MA
  • 06/2017 → 04/2021
    Putnam Retail Management
    Andover, MA
  • 04/2021 → 05/2022
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 04/2021 → 05/2022
    Charles Schwab Bank, Ssb
    Chestnut Hill, MA
  • 06/2022 → Present
    Putnam Investment Management
    Boston, MA
  • 07/2024 → Present
    Franklin Distributors, Llc
    Louisville, KY
  • 06/2022 → 07/2024
    Putnam Retail Management
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-20
S63 Uniform Securities Agent State Law Examination 2017-04-21
  • S65 Uniform Investment Adviser Law Examination
    2019-11-20
  • S63 Uniform Securities Agent State Law Examination
    2017-04-21
Other Names
  • Asad Elmi
  • Asad Abdullahi Elmi

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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