Brandon
Schwab
F L Putnam Investment Management Co
Answer a few questions and
get matched with an advisor.
About this Advisor
Brandon Schwab is a financial advisor who works in Altamonte Springs, Florida with a total of 1 year of relevant experience. Schwab is an advisor for F L Putnam Investment Management Co. The advisor has gained experience at Sandton Speech Therapy & Medical Suites, Bny Mellon, Ubs Financial Services Inc, J.P. Morgan Securities LLC, Eaton Vance Wateroak Advisors and F. L. Putnam Investment Management Company. Schwab holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Florida. F L Putnam Investment Management Co is a financial advisory firm based out of Wellesley Hills, MA. It has offices in eight locations and a total of 84 financial advisors. It handles $4 billion in assets under management between its 4,312 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 163 charities and foundations. Of its 4,312 accounts, 52% are associated with high-net-worth clients who have more than $1 million in investable assets. F L Putnam Investment Management Co has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Financial advisory fees are based on the financial services offered. Fee types billed by F L Putnam Investment Management Co likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
F L Putnam Investment Management Co Brokerage Details
$4,302,700,958
84
4,312
$997,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Brandon Schwab Work History
Brandon has been registered as a financial advisor for 1 years.*
F. L. Putnam Investment Management Company
Eaton Vance Wateroak Advisors
J.P. Morgan Securities LLC
Ubs Financial Services Inc
Bny Mellon
Sandton Speech Therapy & Medical Suites
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Schwab to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at F L Putnam Investment Management Co
Providence, RI
Scarborough, ME
Wellesley Hills, MA
Providence, RI
Wolfeboro, NH
Wellesley Hills, MA
Providence, RI
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
