Robert
Heitzman
F L Putnam Investment Management Co
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About this Advisor
Robert Heitzman is a financial advisor based in Rockville, Maryland, working with F L Putnam Investment Management Co. Robert has previously held positions at Banyan Partners, Svb Wealth LLC, and F. L. Putnam Investment Management Co. Robert has passed the Series 63 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Robert is part of F L Putnam Investment Management Co, which operates out of Rockville, Maryland. 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
Robert Heitzman Work History
F. L. Putnam Investment Management Co
Svb Wealth LLC
Banyan Partners
Disclosures
Please visit the SEC profile of Robert Heitzman 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
Lynnfield, MA
Wellesley Hills, MA
Lynnfield, MA
Wolfeboro, NH
Lynnfield, MA
Rockville, MD
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