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Chad Jeremy Kastner

Putnam Investment Management, LLC

Boston, MA

CRD 2673457

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Employer firm

Putnam Investment Management, LLC CRD 106629

$117B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

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

Current Employers
Putnam Investment Management, Llc

100 Federal St, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-07-01
  • MA RA
    APPROVED
    Since 2014-07-01

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
Putnam Retail Management Boston MA 02/2012 07/2024
Franklin Distributors, Llc Apple Valley MN 07/2024 Present
Putnam Investment Management Boston MA 04/2014 Present
  • 02/2012 → 07/2024
    Putnam Retail Management
    Boston, MA
  • 07/2024 → Present
    Franklin Distributors, Llc
    Apple Valley, MN
  • 04/2014 → Present
    Putnam Investment Management
    Boston, MA
Other Businesses

Wildflower Lane LLC - Rental Property - Owner; Apple Valley, MN; Beginning 10/3/2025; No time devoted.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-13
S63 Uniform Securities Agent State Law Examination 1997-10-30
  • S65 Uniform Investment Adviser Law Examination
    2014-06-13
  • S63 Uniform Securities Agent State Law Examination
    1997-10-30

View on SEC IAPD

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Nearby Investors

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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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