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 located in Boston, Massachusetts. Currently an advisor with Putnam Investment Management, LLC, they have accumulated 11 years of work experience in the financial advisory industry. Elmi holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Elmi can advise investors in Massachusetts. Over the course of their career, Elmi has held roles at Tjo Sports, Rentals Unlimited, Putnam Investments and Putnam Retail Management. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As a company, Putnam Investment Management, LLC manages $104 billion in assets covering 166 accounts and employs more than 301 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 166 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Putnam Investment Management, LLC offers portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients 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

$103,456,213,706

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

301

MA Average: 118
Total Number of Accounts

166

MA Average: 4,567
Average Account Size

$623,230,203

MA Average: $3,506,186

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Investment Advisory Services

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

Asad Elmi Work History

Asad has 11 years of experience.

2017 - Present (3 years)

Putnam Retail Management

2013 - Present (7 years)

Rentals Unlimited

2014 - 2017 (3 years)

Putnam Investments

2009 - 2015 (6 years)

Tjo Sports

Disclosures

Asad Elmi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Jonathan Schreiber
Boston, MA
Levin Wilson
Boston, MA
Michael Murphy
Boston, MA
Christopher O'Neill
Boston, MA
James O'Brien
Boston, MA
Daniel Fogarty
Boston, MA
Patrick Caine
Boston, MA
Andrew Piatelli
Boston, MA

This content was compiled from the SEC and FINRA.

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