Asad
Elmi

Putnam Investment Management, LLC

CRD#6436512
Investment Advisor
in Boston, MA

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About this Advisor

Asad Elmi is a financial advisor based in Boston, Massachusetts, working with Putnam Investment Management, LLC. Asad has previously held positions at Tjo Sports, Rentals Unlimited, Putnam Investments, Putnam Retail Management, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, and Putnam Investments/Putnam Retail Management. Asad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Asad 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

Asad Elmi Work History

2022 - Present (3 years)

Putnam Investments/Putnam Retail Management

2021 - 2022 (1 year)

Charles Schwab & Co., Inc

2021 - 2022 (1 year)

Charles Schwab Bank, Ssb

2017 - 2021 (4 years)

Putnam Retail Management

2014 - 2017 (3 years)

Putnam Investments

2013 - 2021 (8 years)

Rentals Unlimited

2009 - 2015 (6 years)

Tjo Sports

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Asad Elmi 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

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