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Putnam Investment Management, LLC CRD 106629
$117B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Federal St, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christianbook, Llc | Peabody | MA | 12/2019 | 01/2020 |
| Bed Bath & Beyond Inc. | Braintree | MA | 12/2020 | 01/2021 |
| Dedham Health And Athletic Complex | Dedham | MA | 02/2017 | 08/2019 |
| Liberty University | Lynchburg | VA | 08/2017 | 06/2021 |
| Jubilee Family Development Center | Lynchburg | VA | 10/2018 | 05/2021 |
| Uber Technologies, Inc. | Boston | MA | 06/2021 | 08/2021 |
| Putnam Investment Management | Boston | MA | 09/2021 | Present |
| Unemployed | Randolph | MA | 06/2016 | 01/2017 |
| Franklin Distributors, Llc | Boston | MA | 07/2024 | Present |
| Putnam Retail Management | Boston | MA | 09/2021 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
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