Andrew
Piatelli

Putnam Investment Management, LLC

CRD#6267958
Investment Advisor
in Boston, MA

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About this Advisor

Andrew Piatelli is a financial advisor based out of Boston, Massachusetts, who has been in the financial industry for 10 years. Piatelli is on the advisory team at Putnam Investment Management, LLC. The advisor has gained experience at Bryant University, Wakefield Moving And Storage, Aite Group, Corinthian Yacht Club, Putnam Investments and Universidad De Sevilla. Piatelli holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Putnam Investment Management, LLC is a registered investment firm that has its headquarters in Boston, Massachusetts. It oversees $89 billion in assets under management between its 154 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC performs a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually depend on the services. Fee types billed by Putnam Investment Management, LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

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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

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Investment Advisory Services

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

Andrew Piatelli Work History

Andrew has 11 years of experience.

2013 - Present (7 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 - 2010 (1 year)

Bryant University

Disclosures

Andrew Piatelli has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Chad Kastner
Boston, MA
Seamus Young
Boston, MA
Robert Costello Iii
Boston, MA
Robert Linskey
Boston, MA
Austin Gilbert
Boston, MA
Jessica Duke
Boston, MA
Jo Ferullo
Boston, MA

This content was compiled from the SEC and FINRA.

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