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William Michael O'BRien

F L Putnam Investment Management Co.

Needham, MA

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-08-12
MA RA APPROVED 2020-12-15
  • NH RA
    APPROVED
    Since 2025-08-12
  • MA RA
    APPROVED
    Since 2020-12-15

Branch Locations

250 1St Avenue Suite 301, Needham, MA 02494 • 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
Bank Of America, Private Bank Boston MA 10/2003 11/2020
F. L. Putnam Investment Management Co. Needham MA 11/2020 Present
Previous Registrations
  • 2003-10-22 → 2004-09-08
    Columbia Management Advisors, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-17
S63 Uniform Securities Agent State Law Examination 1985-10-30
  • S65 Uniform Investment Adviser Law Examination
    2003-10-17
  • S63 Uniform Securities Agent State Law Examination
    1985-10-30
Other Names
  • Bill Obrien
  • William Michael Obrien

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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