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Evan Robert Russo

Putnam Investment Management, LLC

Boston, MA

CRD 7638900

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Employer firm

Putnam Investment Management, LLC CRD 106629

$117B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Putnam Investment Management, Llc

100 Federal St, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-04-05
  • MA RA
    APPROVED
    Since 2023-04-05

Branch Locations

100 Federal St, Boston, MA 02110 • 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
Putnam Retail Management Boston MA 09/2022 Present
Putnam Investments Andover MA 12/2020 09/2022
Webster Bank Cheshire CT 06/2019 08/2019
Ymca Cheshire CT 06/2017 08/2017
School Cheshire CT 09/2012 06/2017
College Waltham MA 08/2017 06/2018
Ymca Cheshire CT 06/2018 08/2018
College Waltham CT 09/2018 05/2019
College Waltham MA 09/2019 05/2020
College Waltham MA 08/2020 05/2021
Allegiant Wealth Management Wallingford CT 05/2020 08/2020
Franklin Distributors, Llc Boston MA 07/2024 Present
  • 09/2022 → Present
    Putnam Retail Management
    Boston, MA
  • 12/2020 → 09/2022
    Putnam Investments
    Andover, MA
  • 06/2019 → 08/2019
    Webster Bank
    Cheshire, CT
  • 06/2017 → 08/2017
    Ymca
    Cheshire, CT
  • 09/2012 → 06/2017
    School
    Cheshire, CT
  • 08/2017 → 06/2018
    College
    Waltham, MA
  • 06/2018 → 08/2018
    Ymca
    Cheshire, CT
  • 09/2018 → 05/2019
    College
    Waltham, CT
  • 09/2019 → 05/2020
    College
    Waltham, MA
  • 08/2020 → 05/2021
    College
    Waltham, MA
  • 05/2020 → 08/2020
    Allegiant Wealth Management
    Wallingford, CT
  • 07/2024 → Present
    Franklin Distributors, Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-24
  • S66 Uniform Combined State Law Examination
    2023-03-24

View on SEC IAPD

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