Austin
Gilbert

Putnam Investment Management, LLC

CRD#5885772
Investment Advisor
in Boston, MA

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About this Advisor

Austin Gilbert is a financial advisor located in Boston, Massachusetts. Currently a registered financial advisor at Putnam Investment Management, LLC, they have accrued 10 years of professional experience. Gilbert holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Gilbert is able to act as an advisor in Massachusetts. Throughout their career, they have worked at Putnam Investments and Colliers Meredith & Grew. Putnam Investment Management, LLC is based out of Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC manages $104 billion in assets covering 166 accounts and employs more than 301 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. 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 166 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Putnam Investment Management, LLC provides 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

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

Yes

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

Austin Gilbert Work History

Austin has 10 years of experience.

2011 - Present (9 years)

Putnam Investments

2010 - 2010 (< 1 year)

Colliers Meredith & Grew

Disclosures

Austin Gilbert has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Emily Mcgrath
Boston, MA
Matthew Malloy
Boston, MA
Levin Wilson
Boston, MA
Patrick Caine
Boston, MA
James O'Brien
Boston, MA
Andrew Piatelli
Boston, MA
Jonathan Schreiber
Boston, MA

This content was compiled from the SEC and FINRA.

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