Andrew
Piatelli

Putnam Investment Management, LLC

CRD#6267958
Investment Advisor
in Boston, MA
Are you Andrew Piatelli? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Piatelli is a financial advisor based in Boston, Massachusetts. Currently a registered advisor with Putnam Investment Management, LLC, Piatelli has 10 years of experience in the financial advisory industry. Piatelli holds Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Piatelli is registered to advise clients in Massachusetts. The advisor has gained experience at St. John'S Preparatory School, Staples, Bryant University, Wakefield Moving And Storage, Aite Group, Corinthian Yacht Club and Universidad De Sevilla. Putnam Investment Management, LLC is based out of Boston, Massachusetts. Overall, Putnam Investment Management, LLC oversees $92 billion in assets throughout 160 accounts and employs more than 272 people. The amount of assets the firm manages places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 160 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in 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

10 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 Piatelli Work History

Andrew has 10 years of experience.

2013 - Present (6 years)

Putnam Investments

2012 - 2012 (< 1 year)

Bryant University

2012 - 2012 (< 1 year)

Corinthian Yacht Club

2012 - 2013 (1 year)

Bryant University

2011 - 2011 (< 1 year)

Aite Group

2011 - 2011 (< 1 year)

Universidad De Sevilla

2010 - 2010 (< 1 year)

Wakefield Moving And Storage

2010 - 2011 (1 year)

Bryant University

2009 - 2009 (< 1 year)

Staples

2009 - 2010 (1 year)

Bryant University

2008 - 2009 (1 year)

St. John'S Preparatory School

Disclosures

Andrew Piatelli 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