Adam
Deangelis

Putnam Investment Management, LLC

CRD#2991459
Investment Advisor
in Boston, MA

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About this Advisor

Adam Deangelis is a financial advisor based in Boston, Massachusetts, working with Putnam Investment Management, LLC. Adam has previously held a position at Putnam Retail Management - Putnam Investments. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Adam is part of Putnam Investment Management, LLC, which operates out of Boston, Massachusetts. The firm has 330 employees and manages assets totaling $97.9 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at Putnam Investment Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$97,851,190,759

MA Average: $16,012,751,954
Total Number of Employees

330

MA Average: 118
Total Number of Accounts

180

MA Average: 4,567
Average Account Size

$543,617,726

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Adam Deangelis Work History

1997 - Present (27 years)

Putnam Retail Management - Putnam Investments

Disclosures

Please visit the SEC profile of Adam Deangelis 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 Putnam Investment Management, LLC

Sara Curtis
Boston, MA
Robert Field
Boston, MA
Patrick Laffin
Boston, MA
Alex Calabro
Boston, MA
Olivia Fredrick
Boston, MA
Tiffany Dyson
Boston, MA
Jordan Reals
Boston, MA
Catherine Arnold
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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