Alex
Calabro

Putnam Investment Management, LLC

CRD#6670100
Investment Advisor
in Boston, MA

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About this Advisor

Alex Calabro is a financial advisor working out of Boston, Massachusetts who has 4 years of relevant experience. Calabro works at Putnam Investment Management, LLC. Calabro has gained experience at Newton Parks And Recreation, Connecticut College, Maynard Supply Company, Putnam Investments, St. Sebastian'S School and Athletic Republic. Calabro has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Putnam Investment Management, LLC is a firm operating out of Boston, MA. It controls $91 billion in assets under management between its 168 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Putnam Investment Management, LLC can be comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

$91,178,973,223

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

319

MA Average: 118
Total Number of Accounts

168

MA Average: 4,567
Average Account Size

$542,731,983

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

Alex Calabro Work History

Alex has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Putnam Investments

2017 - 2017 (< 1 year)

Athletic Republic

2016 - 2016 (< 1 year)

Putnam Investments

2016 - 2017 (1 year)

Connecticut College

2015 - 2015 (< 1 year)

Maynard Supply Company

2015 - 2016 (1 year)

Connecticut College

2015 - 2016 (1 year)

Maynard Supply Company

2014 - 2014 (< 1 year)

Newton Parks And Recreation

2014 - 2015 (1 year)

Connecticut College

2014 - 2015 (1 year)

Maynard Supply Company

2014 - 2014 (< 1 year)

Maynard Supply Company

2013 - 2013 (< 1 year)

Newton Parks And Recreation

2013 - 2014 (1 year)

Connecticut College

2008 - 2013 (5 years)

St. Sebastian'S School

*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 Alex Calabro 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

Daniel Johnson
Boston, MA
Gregory Shannahan
Boston, MA
Catherine Arnold
Boston, MA
Matthew Fothergill
Boston, MA
Patrick Laffin
Boston, MA
Timothy Buick
Boston, MA
Christopher Yuan
Boston, 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.

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