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Thomas David Burleigh

F L Putnam Investment Management Co.

Portsmouth, NH

CRD 7131214

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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 2025-03-03
  • NH RA
    APPROVED
    Since 2025-03-03

Branch Locations

29 Maplewood Avenue, 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
Cmh Wealth Management, Llc North Hampton NH 06/2019 02/2025
Longfellow Investment Management Company Boston MA 03/2010 04/2019
F. L Putnam Investment Management Co. Portsmouth NH 02/2025 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Tom Burleigh

View on SEC IAPD

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Nearby Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA

Nearby Offices

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

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