Andrew
Phillips

Putnam Investment Management, LLC

CRD#6359047
Investment Advisor
in Boston, MA
Are you Andrew Phillips? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Phillips is a financial advisor in Boston, Massachusetts. Currently an investment advisor at Putnam Investment Management, LLC, Phillips has 13 years of experience as a financial advisor. Phillips maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Phillips is registered to advise customers in Massachusetts. During their career, the advisor has held roles at Fourth Cliff Family Recreation Area, Boston College, Hill Holliday, Argopoint LLC, Law Offices Of Phillips And Donahue, St. Sebastian'S School and Putnam Inv./Putnam Retail Management. Putnam Investment Management, LLC is located in Boston, Massachusetts. In total, Putnam Investment Management, LLC oversees $92 billion in assets dispersed across 160 accounts and retains more than 272 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 160 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

13 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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.

Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Andrew Phillips Work History

Andrew has 13 years of experience.

2014 - Present (5 years)

Putnam Inv./Putnam Retail Management

2013 - 2013 (< 1 year)

Hill Holliday

2012 - 2012 (< 1 year)

Argopoint LLC

2011 - 2011 (< 1 year)

Fourth Cliff Family Recreation Area

2010 - 2014 (4 years)

Boston College

2010 - 2014 (4 years)

Law Offices Of Phillips And Donahue

2005 - 2010 (5 years)

St. Sebastian'S School

Disclosures

Andrew Phillips has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started