Julia Yvonne Vanzler

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

• 06/2015 → 07/2021
  Boston Private Wealth Llc
  Boston, MA
• 05/2023 → Present
  F L Putnam Investment Management Co.
  Lynnfield, MA
• 07/2021 → 05/2023
  Svb Private
  Boston, MA

Previous Registrations

• 2015-07-16 → 2023-05-19
  Svb Wealth
  Boston, MA
• 2010-01-20 → 2015-07-16
  Sei Investments Management Corp
  Oaks, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-18

Designations

• Certified Financial Planner

Other Names

• Julia Yvonne Sorkin