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Michael A Desclos

F L Putnam Investment Management Co.

Portsmouth, NH

CRD 7218638

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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:

Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-06-16
MA RA APPROVED 2023-07-05
  • NH RA
    APPROVED
    Since 2025-06-16
  • MA RA
    APPROVED
    Since 2023-07-05

Branch Locations

29 Maplewood Avenue Suite 3, Portsmouth, NH 03801 • 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
Boston Private Wealth Llc Boston MA 08/2016 01/2020
Svb Wealth Llc (Fka Boston Private Wealth Llc) Boston MA 01/2020 06/2023
F L Putnam Investment Management Co. Portsmouth NH 06/2023 Present
  • 08/2016 → 01/2020
    Boston Private Wealth Llc
    Boston, MA
  • 01/2020 → 06/2023
    Svb Wealth Llc (Fka Boston Private Wealth Llc)
    Boston, MA
  • 06/2023 → Present
    F L Putnam Investment Management Co.
    Portsmouth, NH
Previous Registrations
  • 2020-01-23 → 2023-08-19
    Svb Wealth
    Boston, MA
    Boston, MA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH

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