Nicolas L Cunha

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2014 → 01/2024
  Putnam Investments
  Boston, MA
• 02/2024 → Present
  Edward Jones
  St. Louis, MO
• 01/2024 → 02/2024
  Unemployed
  Salem, NH

Previous Registrations

• 2019-10-31 → 2024-01-23
  Putnam Investment Management, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-18
• S63 Uniform Securities Agent State Law Examination
  2017-02-04

Other Names

• Niko Leo Cunha
• Nicolas Leo Cunha