Carolyn Stewart Macedo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 06/2023
  Svb Wealth Llc / Boston Private Wealth, Llc
  Boston, MA
• 06/2023 → Present
  F L Putnam Investment Management Co.
  Needham, MA

Previous Registrations

• 2015-02-17 → 2023-08-08
  Svb Wealth
  Boston, MA
  Boston, MA
  Bonita Springs, FL
• 2009-10-27 → 2011-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
• 2009-03-05 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA

Exams

• 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