Carolyn
Macedo
F L Putnam Investment Management Co
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About this Advisor
Carolyn Macedo is a financial advisor based in Bonita Springs, Florida, working with F L Putnam Investment Management Co. Carolyn has previously held positions at Boston Private Bank & Trust Company, Svb Wealth LLC / Boston Private Wealth, LLC, and F L Putnam Investment Management Co. Carolyn has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Carolyn is part of F L Putnam Investment Management Co, which operates out of Bonita Springs, Florida. The firm has 10 offices and 105 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at F L Putnam Investment Management Co includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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F L Putnam Investment Management Co Brokerage Details
$6,168,006,683
105
5,203
$1,185,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Carolyn Macedo Work History
F L Putnam Investment Management Co
Svb Wealth LLC / Boston Private Wealth, LLC
Boston Private Bank & Trust Company
Disclosures
Please visit the SEC profile of Carolyn Macedo 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
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Lynnfield, MA
Wellesley Hills, MA
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