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Carolyn Stewart Macedo

F L Putnam Investment Management Co.

Needham, MA

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-08-11
RI RA APPROVED 2025-08-06
TX RA APPROVED_RES 2025-06-02
FL RA APPROVED 2023-07-11
MA RA APPROVED 2023-07-03
  • NH RA
    APPROVED
    Since 2025-08-11
  • RI RA
    APPROVED
    Since 2025-08-06
  • TX RA
    APPROVED_RES
    Since 2025-06-02
  • FL RA
    APPROVED
    Since 2023-07-11
  • MA RA
    APPROVED
    Since 2023-07-03

Branch Locations

250 1St Avenue, Suite 301, Needham, MA 02494 • 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
Svb Wealth Llc / Boston Private Wealth, Llc Boston MA 11/2014 06/2023
F L Putnam Investment Management Co. Needham MA 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-26
S66 Uniform Combined State Law Examination 2009-02-17
  • S65 Uniform Investment Adviser Law Examination
    2015-01-26
  • S66 Uniform Combined State Law Examination
    2009-02-17
Other Names
  • Carolyn S Macedo
  • Carolyn Jones Stewart

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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