Best Investors
Account
Sign in
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 | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Boston | MA | 09/2022 | 07/2024 |
| Definitive Healthcare | Framingham | MA | 09/2021 | 08/2022 |
| The Carroll Center For The Blind | Newton | MA | 01/2021 | 05/2021 |
| Cbia | Hartford | CT | 06/2019 | 08/2019 |
| College Of The Holy Cross | Worcester | MA | 08/2017 | 06/2019 |
| Avon Old Farms School | Avon | CT | 08/2013 | 08/2017 |
| College Of The Holy Cross | Worcester | MA | 08/2019 | 01/2021 |
| Unemployed | Burlington | CT | 05/2021 | 09/2021 |
| Franklin Distributors, Llc | Boston | MA | 07/2024 | Present |
| Putnam Investment Management | Boston | MA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
Reach out to this advisor