William Michael O'BRien

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:

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

Current Employers

Employment History

• 10/2003 → 11/2020
  Bank Of America, Private Bank
  Boston, MA
• 11/2020 → Present
  F. L. Putnam Investment Management Co.
  Needham, MA

Previous Registrations

• 2003-10-22 → 2004-09-08
  Columbia Management Advisors, Inc.
  Boston, MA

Exams

• 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