Putnam Investment Management, LLC
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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
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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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.
Colliers Meredith & Grew
Austin Gilbert has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC