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 based in Boston, Massachusetts, with a total of 10 years of work experience. Gilbert is on the advisory team at Putnam Investment Management, LLC. Over the course of their career, they have held roles at Putnam Investments, Colliers Meredith & Grew and University Of Miami. Gilbert has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Putnam Investment Management, LLC is an advisory firm that has its headquarters in Boston, Massachusetts. It manages $92 billion in assets under management among its 160 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Putnam Investment Management, LLC offers a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically are based on the financial services. However, fee types billed by Putnam Investment Management, LLC may include some combination of 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

$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

Austin Gilbert Work History

Austin has 10 years of experience.

2011 - Present (8 years)

Putnam Investments

2010 - 2010 (< 1 year)

Colliers Meredith & Grew

2009 - 2010 (1 year)

University Of Miami

2008 - 2009 (1 year)

University Of Miami

Disclosures

Austin Gilbert has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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