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Todd Edwin Engelhardt

F L Putnam Investment Management Co.

Providence, RI

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-06-20
  • RI RA
    APPROVED
    Since 2025-06-20

Branch Locations

100 Westminster Street 10Th Floor Suite 1004, Providence, RI 02903 • 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
Jp Morgan Securities Llc Bradenton FL 12/2016 10/2019
Investorcoach Bradenton FL 09/2012 12/2016
Jp Morgan Chase Bradenton FL 12/2016 10/2019
Cumberland Advisors Sarasota FL 10/2019 05/2025
F L Putnam Investment Management Co. Providence RI 06/2025 Present
  • 12/2016 → 10/2019
    Jp Morgan Securities Llc
    Bradenton, FL
  • 09/2012 → 12/2016
    Investorcoach
    Bradenton, FL
  • 12/2016 → 10/2019
    Jp Morgan Chase
    Bradenton, FL
  • 10/2019 → 05/2025
    Cumberland Advisors
    Sarasota, FL
  • 06/2025 → Present
    F L Putnam Investment Management Co.
    Providence, RI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-17
S66 Uniform Combined State Law Examination 2013-02-01
S63 Uniform Securities Agent State Law Examination 1994-12-22
  • S65 Uniform Investment Adviser Law Examination
    2019-10-17
  • S66 Uniform Combined State Law Examination
    2013-02-01
  • S63 Uniform Securities Agent State Law Examination
    1994-12-22
Other Names
  • Todd E Engelhardt

View on SEC IAPD

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