Dante Michael Baldelli

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → 07/2024
  Putnam Retail Management
  Boston, MA
• 01/2022 → Present
  Abal Check Cashing
  Woonsocket, RI
• 01/2022 → Present
  Drb Investments Llc
  Woonsocket, RI
• 08/2016 → 12/2021
  Boston College
  Chestnut Hill, MA
• 07/2024 → Present
  Franklin Distributors, Llc
  Boston, MA
• 04/2023 → Present
  Putnam Investment Management
  Boston, MA

Other Businesses

The name of the two businesses are ABAL Check Cashing Inc. and DRB Investments LLC. The businesses are not investment related. The address of the other businesses are 100 Bernon Street, Woonsocket, RI, 02895. ABAL Check Cashing cashes checks, sells money orders and takes utility payments for people. DRB Investments is a rental property. I'm the Vice President of ABAL Check Cashing and a shareholder of DRB Investments LLC. They are both family owned businesses. My relationship started January of 2022 with both businesses. I approximate my time devoted is zero hours at the other two businesses. I approximate my time devoted is zero hours during securities trading hours. I have zero duties at the other businesses.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-24