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Robertson Pope Breed

F L Putnam Investment Management Co.

Portland, ME

CRD 1395261

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Employer firm

F L Putnam Investment Management Co. CRD 106223

$9.72B regulatory AUM 81 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-23
TX RA APPROVED 2007-05-21
NH RA APPROVED 2007-03-21
ME RA APPROVED 2003-12-02
  • MA RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED
    Since 2007-05-21
  • NH RA
    APPROVED
    Since 2007-03-21
  • ME RA
    APPROVED
    Since 2003-12-02

Branch Locations

5 Widgery Wharf 4Th Floor, Portland, ME 04101 • 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
F.L. Putnam Investment Mgmt. Co. Portland ME 04/1991 Present
  • 04/1991 → Present
    F.L. Putnam Investment Mgmt. Co.
    Portland, ME
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-02-09
  • S63 Uniform Securities Agent State Law Examination
    1989-02-09
Designations
  • Chartered Financial Analyst
Other Names
  • Rob Breed

View on SEC IAPD

Nearby Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC

Nearby Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME

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