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Inactive

Robert Sherman

F L Putnam Investment Management Co.

New York, NY

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-23
  • NY RA
    APPROVED
    Since 2023-06-23

Branch Locations

445 Park Avenue 6Th Floor, New York, NY 10022 • 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
Boston Private Wealth Llc New York NY 09/2019 07/2022
Gerstein Fisher New York NY 06/2015 10/2018
Kls Professional Advisors Group, Llc New York NY 10/2018 09/2019
Svb Wealth Llc New York NY 07/2022 06/2023
F L Putnam Investment Management Co. New York NY 06/2023 Present
  • 09/2019 → 07/2022
    Boston Private Wealth Llc
    New York, NY
  • 06/2015 → 10/2018
    Gerstein Fisher
    New York, NY
  • 10/2018 → 09/2019
    Kls Professional Advisors Group, Llc
    New York, NY
  • 07/2022 → 06/2023
    Svb Wealth Llc
    New York, NY
  • 06/2023 → Present
    F L Putnam Investment Management Co.
    New York, NY
Previous Registrations
  • 2020-04-16 → 2023-06-16
    Svb Wealth
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-26
  • S65 Uniform Investment Adviser Law Examination
    2019-03-26
Designations

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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